Submit taxes with user-submitted process

Go to Taxes > All >Tax submissions to view a list of tax submissions. This list provides a centralized location for managing your tax submissions. You can access previously submitted tax returns (including the reports used to generate the tax return), create new submissions, and work on in-progress submissions.

Create tax submissions for tax solutions that you've configured for User-submitted tax filing. This includes the standard tax solutions for New Zealand and Singapore, and custom tax solutions.Sage Intacct locks transactions that are included in the tax submission period. You can run reports on the tax records for those transactions to extract the data you need to file your taxes. After you complete your manual tax filing, you can mark the submitted transactions as filed.

Subscription

Taxes

Regional availability

All regions, excluding US

User type

Business

Permissions

Taxes

  • Tax solution: List, View, Add, Edit, Delete

  • Tax submission: List, View, Add, Edit, Delete

Configuration

Companies or entities must use the standard tax solution for New Zealand, Singapore, or a custom tax solution. The tax solution must be configured for Submission process: User-submitted.

Prerequisites

Before you create a tax submission, ensure that the books for the tax reporting period are closed.

Intacct automatically prepares the source tax data for the submission. You can set the start date of the first tax submission and the reporting date basis for tax submissions in your tax solution configuration.

Regardless of the reporting period you select, Intacctonly includes transactions from after the start date that's defined in the tax solution setup through to the last date of the most recently closed period. Intacct excludes any transactions that have already been included in a submitted return. Transactions with transaction dates in open periods are never included in a tax submission.

When you start a submission, Intacct locks the transactions that are included in the submission to prevent any changes that could impact the submission.

Create a user-submitted tax submission

  1. Go to Taxes > All > Tax submissions.

  2. Enter the information for your custom tax solution and select Prepare tax data.

  3. On the Processing data offline page, enter the start and end dates for the submission period.
    Optionally, you can select the checkbox to Include late transactions.

  4. Select Continue.

The tax records in the submission period are locked and your tax submission appears on the Tax submission list page. From that page, you can View, Edit, or Delete your tax submission. Deleting a tax submission in progress releases the locked records.

The submission process for standard tax solutions other than New Zealand and Singapore defaults to Sage Regulatory Reporting and cannot be changed. Non-VAT tax engines like No Tax, Simple Tax, Advanced Tax, and Avalara AvaTax do not have a submission process.

Update a user-submitted tax submission

  1. To update your tax submission, select Edit.

  2. You can add an Attachment, enter the Submission date and Submitter's email address, and add any relevant Notes.

  3. You can review the Processing steps.
    Under Details, you can select [#] records eligible for submission to review the locked tax records for the submission period.

  4. Select Save to save your changes without closing the submission, or select Mark as Filed to close the submission, unlock the tax records, and mark them as filed.