Tax Forms

Tax Forms

Overview

Actions

Field Descriptions

Sub-panels/Related Information

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Tax Forms module to enter information related to the various tax forms a client may file such as related phone numbers and mailing address. Only users with database administration privileges can edit Tax Forms.

Actions

Follow the instructions below to perform tasks such as creating, editing, and exporting Tax Form records.

To…

Then…

Create a Tax Form record

  1. Access the Tax Form Create form using one of the following:
    • Click Taxes > Tax Forms > Create Tax Form from the Navigation menu.
    • Click Create New on the Tax Forms List View.
  2. Complete the Tax Form 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 Form records

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

Display the details for a Tax Form record

Click the name in the Tax Forms List View.
The Tax Form Detail View displays.

Edit tax form information

  1. Access the Tax Form Edit View by doing one of the following:
    • Click Edit in the Tax Form Detail View.
    • Click the edit icon (pencil) associated with the record in the Tax Forms 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 Forms 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 Form Detail View.

Manage records in a sub-panel

See Manage related information in sub-panels.

Update information related to multiple Tax Form records

  1. In the Tax Forms 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 form information

Click Duplicate in the Tax Form Detail View. Duplication is a convenient way of creating a similar Tax Form 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

  1. In the Tax Forms 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.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the record.

Form Name*

Enter a descriptive name of the form, include the form number. This is a mandatory field.

Return Type

Click the type of tax form, federal, state, or local.

Residency

Click whether this form applies to residents or non-residents (state forms).

District

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

Check Payee

Enter the name to use on checks when submitting a payment.

For the federal government, use "United States Treasury".

Description

Enter additional details about the tax form.

Check Memo

Enter any additional information to include on a check when submitting a payment such as the form number.

Address & Phone section

Government

Enter the name of the government that issued the tax form, such as "State of California".

Phone for Forms

Enter the phone number the bureau uses to process requests for forms.

Bureau Name

Enter the name of the government agency that processes the tax form, such as "Internal Revenue Service".

Phone for Questions

Enter the phone number the bureau uses for taxpayer questions.

Fax

Enter the fax number associated with this tax form.

Website

Enter the URL of a website related to this tax form, such as a link to an electronic copy.

Due Dates section

Due Date

On the Date Selector click the due date for filing this tax form.

Q1 - Q4 Due Date

On the Date Selector click the due dates for estimated tax payments.

Sub-panels/Related Information

Sub-panels include:

Tax Estimates Tax Returns  
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