michaelmars Posted March 15, 2009 Report Share Posted March 15, 2009 can someone please explain the right way to do sales tax in ATX. In NY it is quarterly so do i create 4 returns or one master that gets updated or what. It seems silly to have to create the client each quarter with name address etc. there must be a way to roll from qtr to qtr that i can't find. Quote Link to comment Share on other sites More sharing options...
GeneInAlabama Posted March 15, 2009 Report Share Posted March 15, 2009 For Alabama there is a tab called filing options and you can choose monthly or quarterly and enter the period ending date. I would think New York would work the same way. Each month you just change the ending date and the due date automatically changes. Hope this helps. Quote Link to comment Share on other sites More sharing options...
Maribeth Posted March 15, 2009 Report Share Posted March 15, 2009 can someone please explain the right way to do sales tax in ATX. In NY it is quarterly so do i create 4 returns or one master that gets updated or what. It seems silly to have to create the client each quarter with name address etc. there must be a way to roll from qtr to qtr that i can't find. Mike, we create the first return and then we use the rollover function to create the succeeding returns. On the rollover manager, look for the tab that says "last month/quarter". The return will be there ready to be rolled over. We then rename the return, using Q1, Q2, etc. Maribeth Quote Link to comment Share on other sites More sharing options...
michaelmars Posted March 15, 2009 Author Report Share Posted March 15, 2009 DOES THAT LEAVE Each quarter in the program manager so i can view or reprint them later or does the rollover, override the previous qtr? Quote Link to comment Share on other sites More sharing options...
GeneInAlabama Posted March 15, 2009 Report Share Posted March 15, 2009 Maribeth's method probably would leave a copy in the program manager. I just keep a paper copy of the return in my file. I don't have the nerve to go paperless. Quote Link to comment Share on other sites More sharing options...
michaelmars Posted March 15, 2009 Author Report Share Posted March 15, 2009 thanks all i'll just try it with a dummy return Quote Link to comment Share on other sites More sharing options...
JohnH Posted March 15, 2009 Report Share Posted March 15, 2009 You could also open the form repeatedly in the same client file. The software will prompt you to append the name of the second and successive forms, which would enable you to name each quarter separately. This will enable you to keep the separate quarters in the return manager for a given client. Quote Link to comment Share on other sites More sharing options...
Maribeth Posted March 16, 2009 Report Share Posted March 16, 2009 DOES THAT LEAVE Each quarter in the program manager so i can view or reprint them later or does the rollover, override the previous qtr? Mike, using the rollover function will retain each quarter as a separate file. For instance, if the first file is Quarter 1, when you roll over to Quarter 2, ATX will create another file. We rename that file to Q2, and then for Q3, we will rollover the Q2 file. That way you are keeping all quarters. Maribeth Quote Link to comment Share on other sites More sharing options...
michaelmars Posted March 16, 2009 Author Report Share Posted March 16, 2009 thanks Maribeth, i do that, I tried John's way last year but the forms kept updating in the prior quarters to the new due date etc whenever i tried to reprint them. Quote Link to comment Share on other sites More sharing options...
JohnH Posted March 16, 2009 Report Share Posted March 16, 2009 That's odd. I just checked my NC Sales Tax Report for a client, which is filed monthly. I opened another report, renamed the tab, entered Jan for the month, closed the client, and reopened. The Jan tab still showed a Jan report and the Feb tab showed a Feb report. Either there's something different about the way the system handles the NC reports or there's been a change in the way the system handles the multiple tabs since you last tried it. (I also looked at the "Preferences" but couldn't spot anything that addresses this). I just print paper reports for my files and don't use the feature I described, but I was fairly sure it worked this way because it never automatically updates my 941's when I open them for a new quarter. Follow-up: Maybe mine works differently for some reason because I use Zillion Forms as a separate module. Quote Link to comment Share on other sites More sharing options...
Julie Posted March 16, 2009 Report Share Posted March 16, 2009 Maribeth's using the right procedure....or at least that's the way I do it. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted March 16, 2009 Report Share Posted March 16, 2009 In AR, I open one, then add tabs for each quarter. Therefore I have one file that has the whole year's returns in it. Quote Link to comment Share on other sites More sharing options...
Gail in Virginia Posted March 17, 2009 Report Share Posted March 17, 2009 I do it the same way KC does, and I have never had a problem with changing the information on one tab changing the information on another tab. Of course, that doesn't mean I won't, just that I have not so far. :scratch_head: Quote Link to comment Share on other sites More sharing options...
JohnH Posted March 17, 2009 Report Share Posted March 17, 2009 I'm relieved to hear that. I was beginning to think my software was "unique" in some manner, and that was not a comforting thought. Quote Link to comment Share on other sites More sharing options...
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