How do I mark a tax period as filed?

What do I need first?

The month must be locked: until then Deline says "Lock the period before marking it filed." Under Filed status each tax shows Filed or Not filed: Sales tax, and Income tax (whole calendar year). Press Mark filed, answer Which return was filed, and when?, and confirm. Everyone except viewers can mark a return filed.

What if a filed month needs a correction?

The usual way is to post the correction in the current open month. A filed month cannot be reopened the ordinary way; Deline says "This month is marked as filed. Reopen it with Reopen filed period, which records the amended return."

• The owner presses Reopen filed period…, types REOPEN FILED PERIOD, writes the reason and presses Reopen filed period. Deline adds a task to file an amended return under Tasks.
• Everyone else presses Ask the owner to reopen…, writes the reason and presses Send request. The request shows Waiting for the owner.

How does the owner approve a request?

Under Reopen requests, press Approve…, add a note for the record and press Approve and reopen. Or press Decline… and say why.

Can a filed mark be taken back?

Yes, by the owner, with Withdraw filed mark once the month is open again.