File a Return

How Do I...

View the details of an existing return? View the status of a return? Work with unfinished returns? Change an existing return? 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?

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 you want to file a return for.

3. On the Periods tab, view the Attention Needed sub-tab.

4. Click the File Now hyperlink for the period on which you want to file a return.

Note: If you need to file a return for a period not listed in the Attention Needed sub-tab, go to the menu bar on the left side of the window and click File a Return. Then click the filing period date hyperlink for the period on which you want to file a return. (You may view future periods by entering a future date in the Show Future Periods Until field and clicking the Search hyperlink.) You may need to click the hyperlink for the type of return you want to file.

5. Complete the appropriate fields 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 view or form 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.

6. When you are satisfied with the return, you can proceed by performing any of the following:

• Click Submit to file the return. You will be required to re-enter your password and click Yes to submit the return. An information window will tell you that your return has been submitted and the return will post to your account after your request is processed. 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 confirm your action. A message is displayed confirming that your return has been saved. Click OK. To retrieve your return, click the Requests tab and then the Started but not filed sub-tab. The saved return will have a status of In Progress.

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