Business/Tax_Forms

Business/Tax Forms

A business is a company or organization that buys and sells goods, services, or both goods and services. A tax form is a document that has been set up to print information, such as text, titles, or variables. Use the Business/Tax Forms to print business forms and tax forms.


Before you get started

  • Add the form layout for printing business/tax forms to the Forms table (Organization > Forms).

Printing Business/Tax Forms

1. Open Connect Business Tax Collection > Reports > Business/Tax Forms.

2. Select a report title.

3. Fill in the options on the report. Use the sections in this help topic to fill in each field. The fields are listed in alphabetical order.

4. Click Print (CTRL+P).

The report prints.

 

Forms

A form is a document that has been set up to print information, such as text, titles, or variables.

Do you want to use the current form?

  • Yes, I want to use the current form. Continue to the next step.

  • No, I want to use a different form. Click on the Forms tab > Form Options subtab. Then, select a different form name from the Form drop-down list.

Include all tax return types

A tax return type defines the accounting behavior for the related tax return.

Mailing date

The mailing date is the date the statement will be sent.

Do you want to use the current date as the mailing date?

  • Yes, I want to use the current date as the mailing date. The current date is the default mailing date. Continue to the next step.

  • No, I want to use a different date as the mailing date. Select a different MM/DD/YYYY from the Mailing Date drop-down list, or click Advanced Options.

Tax period end dates

The tax period end date is the last date in the tax period.

Tax return types

A tax return is a form for calculating tax liability. A tax return type defines the accounting behavior for the related tax return.

 

 

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