Filing

Add a single return

To start filing a new return, add the return to the State and Local Returns page.

  • You must have at least one legal entity set up in Sales Tax Filing.

  1. Go to Settings > State and Local Returns and click Add return.
  2. Select the legal entity from the dropdown menu.
  3. Select the state from the dropdown menu.
  4. Select the return you want to add from the dropdown menu.
  5. Enter the return information.
    Note: Some sections, like Auto Balance or Related Forms, may only appear if they are relevant to the return you selected.
  6. Click Save.