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FAQ

Taxware | How do I Prepare, Request, Authorize and Submit Provisional Returns on Taxware?

Published:  19/07/2017
How do I Prepare, Request, Authorize and Submit Provisional Returns on Taxware?

  Answer:

Provisional Processing

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Provisionals are processed in the following steps on the screen above.
  1. Prepare Tax Year
  2. Prepare Provisionals
  3. Request Provisionals
  4. Authorize Provisionals
  5. Submit Provisionals
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  Error: Taxpayer does not have a valid First Year
  • This field has to be filled in on the taxpayer information screen…
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Prepare Provisional returns


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Important dialog boxes of the Prepare Provisionals wizards…
  1. On the Prepare Provisional Screen, select the Tax Year and Period.
  2. Filter for the Taxpayer Type, Tax Year End etc.
  3. Have a look at the Invalid Taxpayers and edit the Taxpayer’s information and Prepare again.

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After verifying that the taxpayers are valid… 
  1. You can click next on the “Taxpayer Selection” screen.
  2. Make note of the number of requested provisional to be created and click “Create”.
  3. Once the process has completed successfully, click “Finish”.

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Request Provisional Returns

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Requesting Provisionals:
  1. Click on Process | Provisional | Request…
  2. On the Provisional Return Filter screen, users can filter for the Tax Year and Provisional Return period.
  3. Users can select all provisional by clicking on the first and hold the shift key and click on the last return.
  4. Click on the “Request” button to tick the boxes and click next to continue…
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Complete the Wizard by clicking on Request and once the process is finished you can close the Wizard.  
Once all is complete you can check the Outbox before you do a send/receive

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Monitoring your Provisional Returns


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Authorize Provisional Returns


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Authorizing Provisionals:
  1. Click on Process | Provisional |Authorise…
  2. On the Provisional Return Filter screen, users can filter for the Tax Year and Provisional Return period.
  3. Users can select all provisional by clicking on the first and hold the shift key and click on the last return.
  4. Click on the “Authorize” button to tick the boxes and click next to continue…
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Complete the Wizard by clicking on Authorise and once the process is finished you can close the Wizard.  
The same wizard can be used to Delete Provisional Returns in bulk, by highlighting the select few and clicking on the Delete button

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Submit Provisional Returns


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Submitting Provisionals:
  1. Click on Process | Provisional | Print/Submit…
  2. On the Provisional Return Filter screen, users can filter for the Tax Year and Provisional Return period.
  3. Users can select all provisional by clicking on the first and hold the shift key and click on the last return.
  4. Click on the “Submit” button to tick the boxes and click next to continue…
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Complete the Wizard by clicking on Submit and once the process is finished you can close the Wizard.  
Once all is complete you can check the Outbox before you do a send/receive.

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