A non-filed account is an account that is has not been filed. You can print the list to find out which accounts are not filed. Using the list gives you the opportunity to make sure that accounts which are not filed are not included on the list, or vice versa. When you're sure the list is correct, then you can switch the option on this report to print notices. A notice is a warning letter to let the account holder know that the account status is not filed.
Use this report to create these reports:
List of businesses with non-filed tax returns.
Forms for businesses with non-filed tax returns.
Both lists and forms for businesses with non-filed tax returns.
A list is a quick way to check the selection criteria the report will use to print forms before the actual forms are printed.
Do this...
1. Open Connect Business Tax Collection > Reports > Non-filed List/Notices.
2. Select a report title.
3. Select the Mailing Date.
The mailing date is the date the notice will be sent.
Do you want to use the current date as the mailing date?
Yes, I want to use the current date as the mailing date. The current date is the default mailing date. Continue to the next step.
No, I want to use a different date as the mailing date. Select a different MM/DD/YYYY from the Mailing Date drop-down list, or click Advanced Options.
4. Enter the Tax Return Due Dates.
The tax return due date is the date when return was filed.
5. Click to select the Print Non-filed List.
You can print the list to find out which accounts are not filed. Using the list gives you the opportunity to make sure that accounts which are not filed are not included on the list, or vice versa.
6. Click the Tax Return Options tab.
7. Set up the option to Include All Tax Return Types.
A tax return is a form for calculating tax liability. A tax return type defines the accounting behavior for the related tax return. Use the options on the Tax Return Types tab to select the tax return types to include in the reports.
8. .Click Print (CTRL+P).
The list prints.
A notice is a warning letter to let the account holder know that the account status on the account is delinquent.
Do this...
1. Open Connect Business Tax Collection > Reports > Non-filed List/Notices.
2. Select a report title.
3. Select the Mailing Date.
The mailing date is the date the notice will be sent.
Do you want to use the current date as the mailing date?
Yes, I want to use the current date as the mailing date. The current date is the default mailing date. Continue to the next step.
No, I want to use a different date as the mailing date. Select a different MM/DD/YYYY from the Mailing Date drop-down list, or click Advanced Options.
4. Enter the Tax Return Due Dates.
The tax return due date is the date when return was filed.
5. Click to select the Print Non-filed Notices.
6. Click the Tax Return Options tab.
7. Set up the option to Include All Tax Return Types.
A tax return is a form for calculating tax liability. A tax return type defines the accounting behavior for the related tax return. Use the options on the Tax Return Types tab to select the tax return types to include in the reports.
8. Click the Forms tab.
Use the options on the Forms tab to select the form layout the report will use to print the overpayment notice.
If the form prints to a pre-printed paper stock, load the pre-printed paper stock to the printer.
9. .Click Print (CTRL+P).
The form prints.
A form is a document that has been set up to print information, such as text, titles, or variables.
Do you want to use the current form?
Yes, I want to use the current form. Continue to the next step.
No, I want to use a different form. Click on the Forms tab > Form Options subtab. Then, select a different form name from the Form drop-down list.
The mailing date is the date the statement will be sent.
Do you want to use the current date as the mailing date?
Yes, I want to use the current date as the mailing date. The current date is the default mailing date. Continue to the next step.
No, I want to use a different date as the mailing date. Select a different MM/DD/YYYY from the Mailing Date drop-down list, or click Advanced Options.
This option inserts a solid line after each business to make the list easier to read.
Do you want to print a line between businesses?
Yes, I want to print a line to separate business. Select the Print a Line Between Business checkbox.
No, I want to print records as is. Deselect the Print a Line Between Business checkbox.
You can print the list to find out which accounts are not filed. Using the list gives you the opportunity to make sure that accounts which are not filed are not included on the list, or vice versa.
A notice is a warning letter to let the account holder know that the account status is not filed.
Use One Form per Business to print a single form for each business. Use One Form per Tax Return to print a single form for each tax return.
Return Due Dates is the report date range. The report will use the report date range to select transactions to print on the report.
Do you want to use the current month as the report range?
Yes, I want to use the current month. Continue to the next step.
No, I want to use a different date range. Change the Report Date, or click Advanced Options.
The tax return due date is the date when return was filed.
A tax return is a form for calculating tax liability. A tax return type defines the accounting behavior for the related tax return. Use the options on the Tax Return Types tab to select the tax return types to include in the reports.