Taxes

Tax submission for custom tax solutions—Generally available

Our new tax submission workflow streamlines the tax filing process for any company using a custom tax solution.

Details

When you configure a custom tax solution in the Taxes application, you can now set the submission process for that tax solution as User-submitted. This lets you record tax submissions for any company or entity that uses a custom tax solution. When you create a tax submission, Sage Intacct locks transactions that are included in the tax submission period. You can run reports on the tax records for those transactions to extract the data you need to file your taxes. After you complete your manual tax filing, you can mark the submitted transactions as filed.

How it works

Step 1. Define the submission type for your custom tax solution

To configure a custom tax solution, go to Taxes > Setup > Tax solutions.
Select Add and enter your tax solution information or select Edit for an existing custom tax solution.
For Submission process, select None or User submitted.
If you selected User submitted, enter the Start date of the first tax submission period.
Select Save.

Screenshot of the tax solution information page for a custom tax solution with a callout box around the Submission process field.

The submission process for standard tax solutions defaults to Sage Regulatory Reporting and cannot be changed. Non-VAT tax engines like No Tax, Simple Tax, Advanced Tax, and Avalara AvaTax do not have a submission process.

Step 2. Create a tax submission

When you're ready to create a tax submission, you can follow the streamlined submission process for custom tax solutions.

Go to Taxes > All > Tax submissions.
Enter the information for your custom tax solution and select Prepare tax data.
On the Processing data offline page, enter the start and end dates for the submission period.
Optionally, you can select the checkbox to Include late transactions.
Select Continue.

The tax records in the submission period are locked and your tax submission appears on the Tax submission list page. From that page, you can View, Edit, or Delete your tax submission. Deleting a tax submission in progress releases the locked records.

Step 3. Optionally include additional information and review

To update your tax submission, select Edit.
You can add an Attachment, enter the Submission date and Submitter's email address, and add any relevant Notes.
You can review the Processing steps.
Under Details, you can select [#] records eligible for submission to review the locked tax records for the submission period.
Select Save to save your changes without closing the submission, or select Mark as Filed to close the submission, unlock the tax records, and mark them as filed.

Screenshot of the Submit taxes page for a custom tax solution with a User-submitted submission process.

Permissions and other requirements

Subscription	Taxes
Regional availability	All regions
User type	Business
Permissions	Taxes Tax solution: List, View, Add, Edit, Delete Tax submission: List, View, Add, Edit, Delete
Restrictions	Companies or entities must use a custom tax solution.