You want to know if you can alter how information is reflected on a return in TrustFile.
Since return generation is automated in TrustFile they cannot be altered with exception to the return for FL as the system that FL uses for their return filing allows relatively easy manipulation of the form. For all other states, it is not possible to change what line sales and tax information is reported on. If you require information to be reflected on your return differently than it is defaulted to in TrustFile you will need to file your return directly with the state as your tax filing requirements are not supported by TrustFile.
Adjusting a Florida return
Under State Settings, verify that the correct form is selected for Florida.
- Florida form DR-15 is for companies with a single location
- Florida form DR-15CS is for companies with multiple locations filed on a single return (FL is the only state in which TrustFile can support multiple location filing)
If you have already synced or imported your transaction data via connector or file upload, the FL return will have been generated with all lines defaulted for basic sales tax reporting.
- To adjust the return, navigate to the return by clicking View Return
- There are two ways to enter values for each line.
- Type values manually: If you're manually entering values, when you finish a line, click Next. (If you're filling out form DR-15CS, locations are listed on the left, and the one you're working on is in orange.)
- Upload the values from a spreadsheet: To upload values from a spreadsheet, click Import Data, enter the values in the template, and upload the file.
- If you need to file estimated tax (you paid more than $200,000 in taxes in the most recent state fiscal year), type that amount on lines 8 and 9. Because we're unable to transfer over your historical data, the software currently doesn't calculate this for you. Find instructions for how to calculate this on page 6 of the DR15 instructions.
- Type your collection allowance on line 11. This should be 2.5% of your tax due, up to a maximum of $30. In a future update, this will calculate automatically.
- If you owe surtax in your county, report this total on line 15d (include any sales that are exempt from surtax or charged at a different rate than your county’s in lines 15 a-c). Include surtax owed in your total tax due as well. For example, if you owe a 1% surtax, each time you calculate your tax due, it should be 7% of the taxable amount (Florida state’s 6% + 1% in surtax). Assuming none of your sales were exempt or at a different surtax rate, that 1% should also be reported in line 15d.
- Be careful when rounding your tax due. TrustFile won't file a return if there are rounding errors or other errors that prevent the return from balancing out.
Find instructions for filling out the DR-15 form on the Florida Department of Revenue's site.
Remember the following whether you enter values manually or upload the values in a spreadsheet:
- When you finish entering data for each line, click Save. (If you're filling out form DR-15CS, go through the same process for each location.)
- Once you save your return, a PDF copy displays. Click Print Return to download a printable copy. Click Adjust the form data to make changes. (If you're filling out form DR-15CS, click the name of a location to make changes.)
- Print Return isn't clickable if there are errors in the data. Review sections in Red, make adjustments, then click Save to enable Print Return.
- To file and remit, click File Now. A dialog box displays with a summary of your return. If everything looks correct, click File & Remit.
- After you file, you receive two emails. The first is sent immediately and confirms that we have sent your return to the state. The second confirms that the state has received and accepted the return. Click Confirmation to save a copy of this transmission report.