How_do_I_manage_pending_tax_returns_

How do I manage pending tax returns?

When a tax return includes a line that requires additional documentation, that tax return is received as a pending tax return. You have two options to approve a pending tax return. You can use Enter Amended Returns or you can use Manage Pending Tax Returns.

Using Manage Pending Tax Returns will allow you to

  • change the tax return status from pending to filed or complete (depending on whether the tax return is paid or unpaid), and

  • process tax returns one by one or process tax returns together as a group.

Changing pending tax return status to filed or complete

1. Open Connect Business Tax Collection > Businesses > Manage Pending Tax Returns.

The view shows all pending tax returns.

2. Click to select the checkbox next to a pending tax return to select it.

3. Click GO (CTRL+G).

Connect changes the tax return status on the selected tax return to filed or completed. The tax return is removed from the screen.

 

 

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