How_do_I_enter_a_filed_return_

How do I enter a filed return?

Use Connect to enter the information on the filed return and assign the status on the filed return.

Entering a filed return records a submitted tax return in the system. This helps track filing activity, update account balances, and maintain accurate tax records for a business.

You might enter a filed return to document reported tax information, process payments or balances due, support reconciliation and reporting, or maintain records for audits and compliance purposes. Recording filed returns also helps ensure that filing histories and account activity remain accurate and up to date.

Webinar: Business Tax Collection FAQs




Entering a filed return

1. Open Connect Business Tax Collection > Businesses > Enter Filed Returns.

2. Click to select the field titled Business.

3. Enter the business name or number. Press Enter.

4. Use the Tax Return menu to select a tax return.

Connect only displays tax returns with a status of non-filed. Tax returns that are filed or disputed will not be displayed.  

When you select the tax return, Connect will use the tax return from the previous year to fill in the remaining fields on the form.  

4. Fill in the fields on the Tax Return tab and Tax Return Detail tab.

5. Click Save (CTRL+S).

The return is filed.


Tips for filling in the filed return form faster

  • You can use Load a Zero Value If Return Information Is Blank (Options, F12). Auto-fill Return Information With Calculated Values. Business Tax Collection FAQs (1h00m19s), go to time marker 04m12s.

  • You can make adjustments when you enter returns. For example, to waive a penalty. Troubleshooting to make the Comments button available. Business Tax Collection FAQs (1h00m19s), go to time marker 07m50s.

  • Use Inquiry to review the transactions that were created in Enter Filed Returns. Business Tax Collection FAQs (1h00m19s), go to time marker 13m15s.

  • Set up alert messages for different users and entry routines. Business Tax Collection FAQs (1h00m19s), go to time marker 14m07s.

For additional tips, see the section titled How do I file tax returns faster?

 

 


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