How_do_I_change_the_tax_status_

How do I change the tax status?

Caselle will only generate tax returns when the tax status is active. Caselle will not generate tax returns when the tax status is closed, denied, exempt, inactive, non-filer, pending, or suspended.

When you change the tax status, Caselle will prompt you to update the license status. Usually, the license status is updated at the same time as the tax 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 tax status

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 Tax Status on the Business tab.

4. Select a new tax status.

5. Click Save (CTRL+S).

The tax status is updated.

 

 

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