Filing Period Completion
This article applies to:Excise
This document applies to all license types. Content last updated 5/4/2018.
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After you have successfully completed your return and sent it to the jurisdiction you'll want to mark your return as filed and mark your eFile (if needed) as submitted. The benefits are:
- Mark as Filed
- Protects your return from unintended changes.
- Preserves the Master Data (Business Entities and Accounts, Locations, etc.) used in this return, which is essential if you needed to regenerate an exact copy in the future.
- Is required to create an amended return.
- Mark as Submitted
- Protects your eFile from unintended changes.
- Allow you to create additional eFiles without overwriting the files marked as submitted.
- Reduces screen clutter by:
Mark as Filed (Returns)
- A tax return can be filed only after the return has been generated.
- The Return Generation Needed column must show a status of No.
- If a day has passed since the first return was generated, it will say Yes.
- You may also click the Refresh icon in the grid row to re-run the tax return. This will regenerate the return with the last entered Form Manual Entry settings.
- The Return Generation Needed column must show a status of No.
- To mark the tax return as Filed, follow these steps:
- Click Tax Filing > Tax Sessions.
Click on the row for the completed return. - Click File Tax Return.
- Confirm today's date as the Filed Date and click Mark as Filed.
- You will see the message "Record Updated".
- To close the window, in the upper right corner, click X.
- Click Tax Filing > Tax Sessions.
- Once your return is filed, it will not show in the Open list of returns. Change the grid view to All to see filed returns (refer to use grid display options for more information).
- If you need to edit the file later, click on the row again and click Unfile Tax Return.
- In the Unfile Tax Return window, you can add the Reasons for unfiling.
- Do not click Check to additionally try to unlock business accounts and locations. Only use this option if you you have researched that it is necessary to do the unlock.
- Click Confirm.
- You will see the message "Tax session has been successfully unfiled".
- To close the window, in the upper right corner, click X.
- Mark the return as filed again when it is completed.
Mark as Submitted (eFiles)
The benefit is described above.
- Click eFiling > eFile Creation.
- Click the data row in the grid.
- Click Mark as Submitted.
The file is protected and moved from the eFile Creation menu to eFile Submissions menu.
You may still generate a new file from the eFile Creation menu at any time without overwriting the file marked as submitted.
