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

  Answer:

Provisional Processing

1. Prepare Tax Year
2. Prepare Provisionals
3. Request Provisionals
4. Authorize Provisionals
5. Submit Provisionals

• This field has to be filled in on the taxpayer information screen…

Prepare Provisional returns

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.

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”.

Request Provisional Returns

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…

Monitoring your Provisional Returns

Authorize Provisional Returns

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…

Submit Provisional Returns

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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