How_do_I_launch_Inquiry_

How do I launch Inquiry?

Use Inquiry to search and review business, tax, owner, tax returns, and transactions. If you want to display additional information, use the drill down tool to look at the record or transaction detail. The information displayed in Inquiry is view only, which means that information can be seen but not edited or updated.

Launching Inquiry

Open the Business Tax Collection menu. Click Inquiry. In the Business field: Type the business name or account number. Press Enter.

Adding a Master Contact

Link a business to a master contact by clicking the New/Down button and choosing Add New or Modify. If more information about the master contact is needed, choosing Additional Information will show the contact's name, address, and telephone numbers. Click here for more information on Master Contacts and Master Records.

Viewing Business Information

Click on the Business tab to view the following information.

Business 1 Subtab: View the business account number, address, contact information, mailing address, and status.

Business 2 Subtab: View the classification, origination date, sales tax ID, Federal ID, State ID, and alert message.

Manager Subtab: View the manager’s name and contact information.

Detail Subtab: View additional fields or add additional fields to Business Detail subtab.

Attachments Subtab: View files that have been attached to the business record.

Notes Subtab: View notes about the business.

Viewing Tax Information

Click on the Taxes tab to view the following information. All of the taxes for the selected business are displayed in the list on the Taxes tab. Select a tax to display additional information.

Tax Subtab: View the tax return type, frequency, status, and next return period end date..

Detail Subtab: To view additional fields, right-click on the field to add or remove fields.

Notes Subtab: View notes about the tax.

Viewing Owner Information

Click on the Owners tab to view the following information. All of the owners for the selected business are displayed in the list on the Owners tab. Select an owner to display the owner properties.

Owner Subtab: View the owner’s name, contact information, SSN, birth date, and driver license number and state.

Businesses Subtab: View the businesses owned by the owner. Right-click on the grid to select from additional options.

Detail Subtab: View additional fields or add additional fields to the Owner Detail subtab.

Attachments Subtab: View files that have been attached to the owner.

Notes Subtab: View notes about the owner.

Viewing Tax Return Information

Click on the Tax Returns tab to view the following information.

Summary Subtab: Select the tax returns you wish to view from the Display field.

Detail Subtab: View the tax return detail and transactions.

Viewing Transaction Information

Click on the Transactions tab to view the following information.

Display transactions by transaction type. In the Display area: Select the checkbox next to the transaction type you wish to display.

Summarize transactions. Select the checkbox next to an option to summarize adjustments, billings and fees, or payments.

 

 

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