FAQ

 The Quick Start Guide provides information about requirements, features, and how to use the application. You may want to start by downloading and reviewing the manual.

Questions

• How do I create a return without QuickBooks?

• How do I create a blank tax return?

• I'm having problems using SalesTax-Pro with QuickBooks 2004.

• I have created a return, but the data has changed in QuickBooks. How do I update the data in the return?

• I have created a return, but I need a duplicate return for the same time period.

• I have created a return, but I have changed the import rules. How do I update the tax return? Do I have to create a new return?

Answers

• How do I create a return without QuickBooks?
  QuickBooks is required to create a return. However, a blank return can be created for companies that do not use QuickBooks.

• How do I create a blank tax return?
  
  The follow are instructions on creating an empty or blank tax return.
  

  • Create a company in QuickBooks. Except for the company name, no data is required.
  • Import the company.
  • Use the tax return wizard and create tax return for the specific timeframe. You will receive an error that says "No data retrieved from QuickBooks." You can ignore the error and continue.
  • Fill in the tax return.

• I'm having problems using SalesTax-Pro with QuickBooks 2004.
  We do not support 2004 at this time. SalesTax-Pro supports 2005 and 2006 versions of QuickBooks Pro and Premier (Accountant, retail, non-profit, flavors of the premier product), and Enterprise versions 5 and 6.

• I have created a return, but the data has changed in QuickBooks. How do I update the data in the return?
  The last tab on the Tax Return is called Print/Options. 'Refresh' is the first link on the Print/Options tab. The 'Refresh' option allows for a Tax Return to be updated when the QB data has changed.

• I have created a return, but I need a duplicate return for the same time period.
  SalesTax-Pro allows you to create a 'revised' Tax Return. A 'revised' is basically a second copy of the Tax Return for the same company during the same time frame. You can only have 1 revised tax return at this time.

• I have created a return, but I have changed the import rules. How do I update the tax return? Do I have to create a new return?
  You do NOT have to create a new return. Validate/Update is the last tab of the Import Rules. In the middle of the Validate/Update tab is a link called 'Refresh'. The 'Refresh' link updates the import rules for all open tax returns, and recalculates the tax return values, for that specific company.