Create a tax filing when you are ready to prepare a return for a particular state and period. The system pulls together the sales and tax figures for you.
Open the create form
- Go to Tax Management > Tax Filings and click New Filing, or use the Generate Return shortcut on the dashboard.
The page is titled “Generate Tax Return.”
Fill in the Basic Information
- State (required) – choose the state the return is for.
- Filing Frequency (required) – choose Monthly, Quarterly, or Annual.
- Period Start (required) – the first day of the reporting period.
- Period End (required) – the last day of the reporting period. This must be after the start date.
- Due Date (required) – the date the return is due.
Review the tax figures
The Tax Calculation section and the Period Summary sidebar help you see the sales and tax collected for the period. The Net Tax Due total updates as you review tax collected, credits, and adjustments.
Save
- Click Save Filing.
- You are returned to the filings list with a confirmation message, and the new filing appears with a Pending status.
Tip: When the filing is saved, the taxable sales and tax collected are calculated automatically from invoices in that state for the period you entered.