How_do_I_create_a_new_return_

How do I create a new return?

A tax return is a form for calculating tax liability. Use Create New Returns to set up a new tax return and add tax return details.

Creating a new return allows you to record tax information for a business for a specific filing period. This helps track filing activity, calculate taxes owed, and maintain accurate tax records within the system.

You might create a new return to submit taxes for a new reporting period, report updated financial information, file a corrected return, or meet filing requirements. Creating returns also helps support payment processing, reconciliation, reporting, compliance, and audit tracking within Business Tax Collection.

Creating new returns

1. Open Connect Business Tax Collection > Businesses > Create New Returns.

The routine selects tax records based on the next tax return due date. The default date range is the day following the date the last return was created.  

2. Click to select the field titled Return Description, and then enter the description to print on the return.

Example: NEW RETURN

3. Click to select the field titled Account Numbers, and then enter ALL.

4. Find the field titled Tax Return Types, and then click the Select button.

The Selection form displays.

5. Click to select the tax return types and move them to the Selected Tax Return Types list.

6. Click OK.

7. Click GO (CTRL+G).

The tax returns are created for all of the accounts.

 

Account numbers

An account number is the primary identifier for ownership of an account. Use Account Numbers to select the account number range for selecting accounts.

In the Account Numbers field, type the account numbers to calculate billings for. Example: Single (100), Range (1-100), Series (1,5,100).

Use a comma (,) to separate entries. Click the Values button for additional options to help you select specific values.

To calculate billings for all account types, type All in the Account Numbers field.

Beginning/ending date

Use the Beginning/Ending Date to define the date range. Only transactions with transaction dates that occur within the date range will be included. Use the Beginning Date field to enter the first date in the date range. Then, use the Ending Date field to enter the last date in the date range.

Return description

A description is a word or phrase that describes the character or features of the record.

Do you want to use the default description?

  • Yes, I want to use the default description. Continue to the next field.

  • No, I want to use a different description. Click on the Description field, and then type in a new description (up to 40 characters).

Tax return types

A type defines the accounting behavior for the related tax return. Click the Select button to change the list.

 

 

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