Tax Returns
Availability
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Overview
Use the Tax Returns module to enter key details about federal and state tax returns.
Actions
Follow the instructions below to perform tasks such as creating, editing, and exporting Tax Return records.
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Then… |
Create a Tax Return record |
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Display a list of Tax Returns |
Click Taxes > Tax Returns > View Tax Returns. |
Display the details for a Tax Return record |
Click the name in the Tax Returns List View. |
Edit tax return information |
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Suppress one or more records |
You can also suppress a single record by clicking Suppress on the Tax Return Detail View. |
Update information related to multiple Tax Returns |
For more information, see Editing and suppressing multiple records. |
Duplicate tax return information |
Click Duplicate in the Tax Return Detail View. Duplication is a convenient way of creating a similar Tax Return 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 return 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 Return 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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Contact |
If filing individually, Click the Contact on the tax return on the Contacts Popup List View (displays upon clicking the Selection arrow) or the list of Contacts matching the character(s) you enter. |
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Tax Year |
Enter the tax year this return applies to. |
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Form Type |
Click the type of tax return. |
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Attachment |
Click Choose File and navigate to and select the file containing the attachment. The file name displays in the Select File box. |
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Return Type |
Click the return type. |
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Filing Status |
Click the tax return filing status such as single or head of household. |
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District |
Enter the region where this return is applicable, such as a state, or a state and country combination. |
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Residency |
For state returns, click whether this return applies to residents or non-residents . |
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Description |
Enter additional details about the tax return. |
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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 Return, 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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Income and Liability section |
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Capital section |
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Filing section |
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Sub-panels/Related Information
See also:
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