Maintaining Tax Forms

To create a tax form, navigate using Main Menu > Forms > + Tax Form . Choose the appropriate tax type and the form type to continue. Fill in the tax form details and click the save button.

Tax forms can also be created as part of processing uploaded forms. Refer to About Uploading Forms for more information.

Use the Tax Form transaction to view and maintain tax forms. Navigate using Main Menu > Forms > + Tax Form . The section describes the tab pages that appear on the Tax Form portal.

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