Returns and Filing

Returns and Filing Update a filing’s status and notes You can change a filing's status and add notes from its edit screen – for example to move it from Pending to… Returns and Filing Mark a filing as filed Once you have submitted a return to the tax authority, mark the filing as Filed in the system so your records stay… Returns and Filing Filter the filings list If you have many tax filings, use the filters at the top of the Tax Filings list to narrow down to the… Returns and Filing Create a tax filing Create a tax filing when you are ready to prepare a return for a particular state and period. The system pulls together… Returns and Filing Returns and Filing overview Tax Filings is where you manage your tax returns and filing deadlines – creating returns for each state and period, marking them…