Quarterly Return Filing History Pane

Reviewing Quarterly Returns

Click the “+” icon located on the right side of the title bar to expand the Quarterly Return Filing History pane. Quarterly returns are listed by Year and Quarter, Return Type, Return Status, and File Date.

Quarterly Return Filing History Elements Label Description
Year Quarter	Column / Links Click the linked Year Quarter entry to review (a read-only) copy of the return summary data. See section 6.2.1.1 for more detail about that page.
Return Type	Column / Links Click the linked Return Type entry (i.e. Org or AM1) to review (a read-only) copy of the original (Org) return or amended (AM1, AM2) return. Returns can be assigned to internal Tax Analysts and notes can be added to the log. See section 6.2.1.2 for more detail about that page.
Return Status	Column Displays the current status of the return. Statuses will be: [ blank ] = unfilled Filed, Paid = the return is filed and has been paid Filed, Not Paid = the return is filed but has not been paid
File Date	Data Displays the date the return was entered.
Correspondence	Column / Links Click a link in this column to view an electronic copy of any correspondence involved with this return.
[ Actions ]	Buttons If there is an available action to perform on a return (File, Edit, Amend) a corresponding button will be available in this column. Those actions are detailed in the following sections.
More History	Link Click the More History link at the bottom of the pane for a list of all available returns to review, with the same links to returns, amendments and correspondence.