The default view in Sales Tax Filing is the Returns dashboard, where you can track your returns and file them after reviewing the data.

The Returns dashboard shows the total tax collected and the number of transactions included in returns for the selected filing period.

The Returns dashboard lists the returns that will be filed in the selected filing period, along with due dates and additional information for each return:

Due

The date before which you must file the return. Sales Tax Filing automatically assigns this due date based on information from the taxing authority, but you can override this date when setting up the return on the State and Local Returns page.

The color of the due date shows whether the return is on track to be filed on time.

Blue

There are at least two days remaining before the due date for the current workflow stage. The return is not yet in danger of being delayed.

Orange

The current workflow stage is within two days of its due date. The return is in danger of being delayed.

Red

The current workflow stage is past the due date or the return was submitted after the filing due date.

Workflow

The workflow stage the return is currently in.

Legal Entity

The individual or organization that is required by the taxing authority to file and pay returns.

State Reg ID

Your state tax ID number.

State

The state where the return is due.

Return

The name of the return, often the two-letter state abbreviation followed by the form name.

Filing Type

The format in which the return will be filed:

• EDI

• Webfile

• Paper

• SER

Filing Frequency

How often the return will be filed.

Amount Due

The amount due to the taxing authority based on the return data in Sales Tax Filing.

Note:

Returns in the Ready stage will always show $0.00 due as no data has been assigned to the return. You must advance the return to the Adjust stage for the amount due to be calculated.

Assignee

The user who has been assigned to the workflow stage.

Local Reg ID

Your local tax ID number.

Description

The description of the return; often includes the kind of tax remitted on the return (e.g. Sales Tax Return, City and County Tax Return, Tire Fee Report).

You can change the information shown on the Returns dashboard:

• The current filing period is shown by default. To see the returns for the previous month or next month, click the < > arrows. To see the returns for a specific filing period, click the calendar icon and select the month and year.

• To show or hide certain columns, click the Edit Columns icon and then click the Hide or Unhide icon. You can also rearrange the columns by dragging and dropping them in the order you want them. Click Apply to apply your changes.

• To filter the list of returns, click the Filters icon, then click the Add icon next to the field you want to filter by and select a value from the dropdown menu. Click Apply to apply your changes.