Tax Estimates
Availability
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Overview
Use the Tax Estimates module to enter key details about federal and state tax estimates.
Actions
Follow the instructions below to perform tasks such as creating, editing, and exporting Tax Estimate records.
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Create a Tax Estimate record |
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Display a list of tax estimates |
Click Taxes > Tax Estimates > View Tax Estimates. |
Display the details for a Tax Estimate record |
Click the name in the Tax Estimates List View. |
Edit tax estimate information |
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Suppress one or more records |
You can also suppress a single record by clicking Suppress on the Tax Estimate Detail View. |
Update information related to multiple Tax Estimate records |
For more information, see Editing and suppressing multiple records. |
Duplicate tax estimate information |
Click Duplicate in the Tax Estimate Detail View. Duplication is a convenient way of creating a similar Tax Estimate record. You can change and save the information in the duplicate record to create a new record. |
Find and merge duplicate records |
Follow the instructions in Merging duplicate records. |
Export records |
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Field Descriptions
Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
Client |
Click the client related to this tax estimate on the Clients Popup List View (displays upon clicking the Selection arrow) or the list of Clients matching the character(s) you enter. |
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Assigned to |
By default, the record is assigned to the creator of the Tax Estimate record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter. |
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Form Type |
Click the type of tax estimate. |
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Return Type |
Click the return type. |
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Tax Year |
Enter the tax year this estimate applies to. |
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District |
Enter the region where this estimate is applicable, such as a state or state and country combination. |
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Residency |
For state returns, click whether this estimate applies to residents or non-residents . |
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Description |
Enter additional details about the tax estimate. |
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Teams* |
By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter. To assign additional teams to the Tax Estimate, click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records. This is a mandatory field. |
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Payments section |
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