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This article explains the details available for each return.
When you click a return on the Returns dashboard, the return details will open. The return details page has four tabs:
- Overview
- Return Data
- Data On Hold
- Worksheet
Overview
The Overview tab shows the total amounts (including prepayments), the current workflow stage, and the return history.
Some taxing jurisdictions, such as California and New Jersey, require you to file monthly remittance returns before filing the aggregated quarterly return. These monthly returns are listed in the Related Quarterly Filing Return section of the quarterly return.
Return Data
The Return Data tab shows data included in the return for that filing period, aggregated by matching transaction fields. You can edit transactions before the return enters the File & Pay workflow stage.
Data On Hold
The Data On Hold tab shows transactions that have been placed on hold for a future filing period, aggregated by matching transaction fields.
For more information on holding transactions, read the articles in Holding and releasing transactions.
Worksheet
The Worksheet has the same information as the return PDF but most fields are editable.