When a transaction is unassigned, it means that it won't be reported on any of the return forms that you've set up. Review these transactions to see if you need to set up a new return form.
Before you begin
- Make sure you've scheduled each return that you plan to file on behalf of your clients.
- Review your firm and company filing cycle settings. These settings impact when the liability summary automatically locks.
- Set up or update the company information.
- Make sure transactions are uploaded for the company you want to work with. If not, see Create an account link request or Import external data source transaction.
- In Returns for Accountants, go to Returns > Liability Summary.
- Use the Filters pane to identify the company and tax period.
Optional criteria can be included to locate the summaries you want to review.
- Select Go to view the liability.
- In the table pane next to lock icon, select Show All Unassigned to see unassigned liability summaries in the lower pane.
Jurisdiction summaries that are not assigned to an active filing calendar are displayed in the lower pane in red, with Unassigned in the Type column.
- In the lower pane, select the arrow to the left of a row to see which filing calendar you need to add to report the liability.
The return form number appears in the Tax Form Code column.
- Select the Export icon if you want to download a spreadsheet of the unassigned liability.
After identifying unassigned transactions, schedule any returns that you want to file on behalf of your clients.