How do I create a state reporting file?

Reports

Print financial information for state reporting. The Create State Reporting File is a report that was designed to meet the specifications set by your state for gathering and reporting financial information on a website that can be viewed by the general public. You can determine these factors when you set up the reporting file:

Determine the transaction range
Include information from General Ledger, Payroll, or both General Ledger and Payroll
Select the fields to include
Show or hide fields, for example, Name, Social Security Number, Credit Card Number, and so on
Manually edit or remove transactions (Review tab)

When you're finished creating the state reporting file, follow the directions provided by the state to upload the transactions to the designated website.

Supported States: Colorado (CO), Kansas (KS), Oklahoma (OK), Oregon (OR), Nevada (NV), New Mexico (NM), Texas (TX), Tennessee (TN), Utah (UT)

Open a state reporting file

Open Connect General Ledger > State Reporting > Create State Reporting File. Every state uses a different format for submitting the state report. Connect uses the state from the Organization file to select the state reporting file format.

Where do I find instructions? Contact the state tax agency to download the instructions for filing the state reporting file.