How do I change a license status?
Caselle uses the license status to define when to print license billings and tax returns and how to report business licenses on the License Status report. Caselle will only generate license billings and tax returns when the license status is active. Caselle will not generate license billings and tax returns when the license status is closed, denied, exempt, inactive, pending, or suspended.
When you change the license status, Caselle will prompt you to update the tax status. Usually, the tax status is updated at the same time as the license status but it's not required.
|
|
License Billings |
Add New Licenses | Tax Returns |
|
Active |
Yes |
Yes |
Yes |
|
Closed |
No |
No |
No |
|
Denied |
No |
No |
No |
|
Exempt |
No |
No |
No |
|
Inactive |
No |
No |
No |
|
Non-filer |
NA |
NA |
No |
|
Pending |
No |
Yes |
No |
|
Suspended |
No |
No |
No |
Changing the license status to active
1. Open Connect Business Tax Collection > Businesses > Modify Existing Businesses.
2. Click to select the field titled Business, and then enter the business name or number. Press Enter.
3. Find the field titled License Status on the Business tab.
4. Use the License Status menu to select Active.
5. Click Save (CTRL+S).
The license status is active.
Changing the license status to closed
1. Open Connect Business Tax Collection > Businesses > Modify Existing Businesses.
2. Click to select the field titled Business, and then enter the business name or number. Press Enter.
3. Find the field titled License Status on the Business tab.
4. Use the License Status menu to select Closed.
5. Click to select the field titled Closed Date and then enter the date when the business closed.
The updated tax status displays in red text under the Record Control bar.
6. Click Save (CTRL+S).
The license status is closed.
Changing the license status to denied, exempt, inactive, pending, or suspended
1. Open Connect Business Tax Collection > Businesses > Modify Existing Businesses.
2. Use the Look Up bar to enter a business name or account number. Press Enter.
3. Find the field titled License Status on the Business tab.
4. Use the License Status menu to select a different license status.
5. Click Save (CTRL+S).
The license status is updated.
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