Use this information for help formatting the import file when you're importing filing calendars.
The CompanyId assigned to the client in Returns for Accountants.
To find this number, make sure the Company ID column is visible. Alternatively, this number is displayed in the Company column (in parenthesis after the company name).
|B||TaxFormCode||Required||The tax return form code. Download the full list of available returns to find the tax form code.|
|C||FilingFrequencyId||Required||The filing frequency assigned by the state. Enter one of the following:
|D||FilingTypeId||Required||The preferred filing method for the return. Enter one of the following:
|E||TaxTypeId||Required||The tax types reported on the return. Enter one of the following:
|F||EffectiveDate||Required||The first day of the first filing period you want to file on behalf of the client
For example, to schedule an annual return for 2021, enter an effective date of 1/1/2021.
|G||EndDate||Optional||An expiration date to stop filing the return, if necessary
If there is no end date, the return continues to be filed until the client asks the return to be discontinued.
|H||StateRegistrationId||Required||Registration number provided by the state|
|I||LocalRegistrationId||Optional||Registration number provided by the local jurisdiction, if applicable|
|J||LocationCode||Optional||If the return is specific to a single company location, enter the location code. Otherwise, leave this field blank.|
|K||LegalEntityName||Required||The legal name of the business.|
|L||MailingAddressLine1||Required||The first line of the client's mailing address.|
|M||MailingAddressLine2||Optional||The second line of the client's mailing address.|
|N||MailingAddressCity||Required||The city of the client's mailing address.|
|O||MailingAddressPostalCode||Required||The ZIP or postal code of the client's mailing address.|
|P||MailingAddressRegion||Required||The state or region of the client's mailing address.|
|Q||MailingAddressCountry||Required||The country of the client's mailing address.|
|R||Phone||Required||The client's phone number.|