Locations

Learn how to manage locations in Sales Tax Filing.

A location, also called an outlet, is an individual place of business, such as a store, branch, warehouse, or job site.

Some tax authorities require sales to be reported separately by location. For these outlet returns, Sales Tax Filing uses locations to associate transactions with the correct outlet on the return.

When you set up a return with the Outlet filing type in State and Local Returns, Sales Tax Filing creates a location for the legal entity. The required location fields are set to Unknown. This allows Sales Tax Filing to associate transactions that do not have a ship-from location code with the correct return. If the return already has a location, no new location is created.

If your business has no physical presence in the state, keep the location as Unknown. If your business has a physical location in the state, keep the Unknown location and add a location for each place where you sell goods or services. If all of your transactions come from a specific location, with no e-commerce sales, you can change the Unknown location to that location's details.

If you do not have any outlet returns, you do not need locations.

Add a location

Before you add a location, set up the applicable return in State and Local Returns. The Return dropdown on the Locations page only includes returns that already exist there.

Note:

To learn how to add locations for Colorado returns, read Add a Colorado location.

Go to Settings > Locations and click Add.
Complete the following fields:

Legal Entity

Select a legal entity for this location. A legal entity is the business registered with the tax authority that is responsible for filing and paying tax on this location's sales.

Location Code

Enter the code your organization uses to identify a location where you sell goods or services.

Return

Select the return associated with this location.

Note:
The Return dropdown includes outlet returns that are already configured in State and Local Returns. If no returns are listed, you do not currently have outlet returns that require locations.

After you select a return, more location fields display.
Complete the location fields.
The fields are specific to the return you selected.
Click Save.

Add a Colorado location

Go to Settings > Locations and click Import CO locations.
Click Select File, then select your business location rates file from your computer.

Your locations are imported automatically after you select the file.

Note: The business location rates file is specific to your organization and can be downloaded from the Colorado Department of Revenue website.
After your locations have been imported, click Finish.

Edit a location

Only the location code and location information can be edited.

Go to Settings > Locations and click the location you want to edit.
Make your changes.
Click Save.

Deactivate a location

Deactivate a location you no longer need but may use again. Deactivated locations are excluded from future returns and remain on the Locations page as Inactive. You can reactivate them at any time.

Go to Settings > Locations.
Select the checkbox next to the location you want to deactivate.
Click the Deactivate icon.
Click Deactivate on the confirmation message.

Reactivate a location

Reactivate an inactive location when you start using it again, for example, after a temporary or seasonal closure, or if you deactivated it by mistake. Reactivated locations have the Active status and are included in future returns.

You can only reactivate a location that has the Inactive status. You can't reactivate a location if another active location already uses the same form and location code.

Go to Settings > Locations.
Select the checkbox next to the location you want to reactivate.
Click the Reactivate icon.
Click Reactivate on the confirmation message.

Delete a location

Delete a location that you won't use again, such as:

A duplicate
A location created by mistake
A location that closed permanently
A location for a return you will not file again

Deleted locations are no longer listed on the Locations page and aren't included in future returns.

You can delete active and inactive locations. Sales Tax Filing keeps records of past filings for deleted locations, and previously filed returns still show the location's data as it was filed.

Important: You can't undo a deletion. If you might need the location again, deactivate it instead.

Go to Settings > Locations.
Select the checkbox next to the location you want to delete.
Click the Delete icon.
Click Delete on the confirmation message.

Download locations

Go to Settings > Locations.
Click the More options icon, then click Download report.
In the Download outlet report popup, select the checkbox for each legal entity whose locations you want to download.
To download locations for all legal entities, select the Select all checkbox.
Click Download.
A CSV file with the locations for the legal entity or entities you selected is downloaded to your computer.

Returns that require locations

Outlet returns

The following returns always require locations.

Arizona

AZ TPT-2
AZ TPT-EZ

California

CA CDTFA-401 A
CA CDTFA-401 A Prepay

Colorado

CO Colorado Springs
CO DR-0100 XML
CO Denver 106
CO SUTS

Georgia

GA ST-3 MF

Illinois

IL Chicago 8402B

Iowa

IA WEB OUTLET

Louisiana

LA R-1029E

Maine

ME ST-7 7B

Minnesota

MN ST-1M

Mississippi

MS 72-010
MS 72-010 Web-file

Missouri

MO 53-1
MO 53-C

Oklahoma

OK ATG 20012

Puerto Rico

PR SC 2915 OTL

Texas

TX 67-103

Utah

UT TC-62M

Multiple filing types

The following returns only require locations when assigned the Outlets location type.

Florida

FL DR-7