How_do_I_file_return_when_I_enter_a_payment_

How do I file return when I enter a payment?

Set up the default options to create a filed return when you enter a payment. Remember, when you use this option to enter payments the balance is zero because you will enter a payment and file a return at the same time.


Webinar: Business Tax Return FAQs



  • Changing my options to enter payments and file return: Business Tax Return FAQs Webinar (At time marker 37m04s)

  • Entering payments and filing return at the same time: Business Tax Return FAQs Webinar (At time marker 37m35s)

  • Verifying payment and filed return are recorded correctly: Business Tax Return FAQs Webinar (At time marker 39m52s)

Setting my options to file return when I enter a payment

1. Open Connect Business Tax Collection > Businesses > Enter Payments.

2. Click Options (F12).

 

The Enter Payments Options form displays on the screen.

 

3. Select the checkbox titled Allow Filed Returns to be Entered.

 

4. Click OK.

The default options for the Enter Payment form have been updated and saved.


Entering a payment and filing a return at the same time

Use Enter Payments. 


Verifying payment and filed return

After you have entered a payment and filed a return at the same time, use Inquiry to verify the payment and field return have been recorded correctly.

Do this...

1. Open Connect Business Tax Collection > Businesses > Inquiry.

2. Look up a business.

3. Click to select the Tax Returns tab.

4. Verify the return is filed.

You can find the filed return on the Tax Returns tab > Summary tab.

 

 

5. Verify the payment is recorded.

You can find the payment on the Tax Returns tab > Detail tab.

 

 

 

 

 

 

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