Filing

Edit a return's filing period

Learn how to edit a return's filing period.

Returns are automatically set to the filing period you specified in the Filing Calendar during setup. You can, however, change the start or the end date and the filing due date of one specific return if necessary.

Note:

To change the dates of every filing period for a specific return, go to the Filing Calendar.

  1. On the Overview tab, in the Filing Period box, click Edit.
  2. Choose one of these actions:
    • Enter the new dates and click Update.
    • Revert the return to its default filing period by clicking Restore filing period.