Payments

How do I enter payments?

How do I apply a payment?

How do I file return when I enter a payment?

Billings and Fees

How do I enter a billing adjustment?

How do I calculate delinquent fees?

How do I calculate non-filing fees?

How do I enter a manual fee?

Returns

How do I create a new return?

How do I import business tax returns from a delimited file?

How do I import business tax returns from a fixed-length file?

How do I create a new return for a single business?

How do I enter a filed return?

How do I send an email notification?

How do I enter an amended return?

How do I manage pending tax returns?

Businesses

How do I add a business?

How do I change a license status?

How do I change a mailing address?

How do I change the physical address?

How do I change an email address?

How do I change properties assigned to a business?

How do I change the business classification?

How do I change the Federal or State ID?

How do I change the sales tax ID?

How do I change the tax status?

How do I generate a PIN?

How do I link a business to a master contact?

Properties

How do I add a property?

Can I assign a property to a business?

How do I add a unit to a property?

How do I add an attachment to a property?

How do I change the legal description?

What do I do when a business closes?

Where can I save an emergency contact?

 

 

 

 

 

 

 

 

 

 

 

 

 

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