Change an Existing Return

How Do I...

File a return? View the details of an existing return? View the status of a return? Work with unfinished returns? Print the details of an existing return? Troubleshoot printing a return? Withdraw a pending return request? Make a payment? Add access to another tax account?

Depending on the type of tax account, you may be able to change, or amend, a return after it is filed.

Where Do I Start?

Depending on which window you are already on, you may need to click the following hyperlink in the menu bar on the left side of the window:

1. • Home

What Do I Do?

1. On the Accounts tab, view the My Accounts sub-tab.

2. Click the account ID hyperlink for the account containing the return whose details you would like to change.

3. Depending on whether the period still needs attention or is complete, you can:

   • • On the Periods tab, view the Attention Needed sub-tab and locate the return you want to change;

     • Or, on the Periods tab, click the All Periods sub-tab and locate the return you want to change. (Click here for more information on searching for a return in the All Periods tab.)

4. Click the View/Amend hyperlink for the return you wish to change. The return details are displayed.

5. Click Amend to change the return details.

Note: If the return cannot be amended, Amend is not displayed.

6. The fields in the window become editable. Make changes to the return as necessary.

• Field colors help you determine information about the field:

• • Yellow fields are required

  • Green fields are editable

  • Red fields are in error; you must correct the value before you can save the return

• Note that for many returns, you may also see a list of forms or schedules across the top of the return. Click the form or schedule name to complete the information for that form or schedule. The information for the form or schedule is often transferred to a summary line on the main view of the return.

• If a line item name is displayed as a blue hyperlink, you can click that hyperlink to jump directly to the form or schedule that supports the figure in that field.

• To return to the main return view, click the left most tab at the top of the return.

• If any form or schedule contains a field in error (or requires a value), a red dot will appear next to the name of the schedule or form that is in error. You cannot save your changes if there are any forms or schedules in error. Click the form or schedule name to correct the error or complete the required value.

7. After you have made your changes:

• Click Submit to amend your original return. (You will be required to re-enter your password to submit the return amendment.) An information window will tell you that your request has been submitted. Buttons are available on this window to allow you to take further action or close the window.

• Click Save and Finish Later to save the changes you made, but not submit the return request. (This requires you to finish your changes at a later time and submit the changes in order for the return to be posted.) You will be required to re-enter your password and confirm that you wish to save the changes without submitting the return. Click OK. To retrieve your return, click the Requests tab and then the Started but not filed sub-tab. The saved return with have a status of In Progress.

• Click Cancel to close this window without saving any of your changes.