Tax Estimates

Overview

Actions

Field Descriptions

• Standard
• Professional
• Enterprise

To…

Then…

Create a Tax Estimate record

1. Access the Tax Estimate Create form using one of the following:
   • Click Taxes > Tax Estimates > Create Tax Estimate from the Navigation menu.
   • Click Create New on the Tax Estimates List View.
2. Complete the Tax Estimate Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
3. Click Save to save the record and view its detail page, or click Cancel .

Display a list of tax estimates

Click Taxes > Tax Estimates > View Tax Estimates.
The Tax Estimates List View displays.

Display the details for a Tax Estimate record

Click the name in the Tax Estimates List View.
The Tax Estimate Detail View displays.

Edit tax estimate information

1. Access the Tax Estimate Edit View by doing one of the following:
   • Click Edit in the Tax Estimate Detail View.
   • Click the edit icon (pencil) associated with the record in the Tax Estimates List View.
2. Update the information. See Field Descriptions for information about each field.
3. Click Save to update the record.

Suppress one or more records

1. In the Tax Estimates List View, click the Selection box associated with the record(s) you want to suppress.
2. Click Suppress.
   A confirmation box displays.
3. Click OK.
   The records are suppressed.

You can also suppress a single record by clicking Suppress on the Tax Estimate Detail View.

Update information related to multiple Tax Estimate records

1. In the Tax Estimates List View, click the Selection box associated with the records you want to update.
2. Click Mass Update in the Actions dropdown.

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

Export records

1. In the Tax Estimates List View, click the Selection box associated with the records you want to export.
2. Click Export in the dropdown and follow the instructions in Exporting data.

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.

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.

Form Type

Click the type of tax estimate.

Return Type

Click the return type.

Tax Year

Enter the tax year this estimate applies to.

District

Enter the region where this estimate is applicable, such as a state or state and country combination.

Residency

For state returns, click whether this estimate applies to residents or non-residents .

Description

Enter additional details about the tax estimate.

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.

Payments section