Transferring Tax Forms

Use this procedure to correct the taxpayer or the obligation for a tax form that has already been posted.

You can only transfer a tax form if its current status supports it. If the action is not supported, the Transfer button will not be displayed.

• Navigate to the Tax Form portal and display the tax form you want to transfer.

• Click Transfer in the Actions zone. Enter an appropriate transfer reason.

• The system updates the state of the original tax form to Transferred and typically reverses the financial impact of the original form, depending on your form type's processing rules for Transferring forms.

• A new tax form is created that is a duplicate of the original tax form. At this point, you should make the appropriate changes to correct the taxpayer information and / or the filing period information to direct the tax form to the appropriate taxpayer and/or obligation. Save the form and click Validate in the Actions zone to validate the tax form changes.

If validation succeeds, its status is updated and the tax form is ready for posting. If the system detects issues with the tax form, the issues are displayed for your review.