What's a Tax Return Type?

A tax return is a form for calculating tax liability. A tax return type defines the accounting behavior for the related tax return; it is the master form that you or customer support will use to create the actual tax return form. Use Tax Return Types to add, edit, or remove tax return types.

Preparation

Begin by identifying the following information:

• Who will receive the tax return when it is submitted?

• What calculations are used on the tax return?

• What are the steps required to complete the tax return?

• Do you have a completed tax return that is accurate to check the master against?

In this section: 

How do I manage my tax return types?

How do I set up a tax return type to allow comments?

What if a tax return requires additional documentation?

 

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