Tax work for each year begins when you start a return. Starting it creates the organizer you fill in and the workflow the team follows.
Steps
- Open Tax in the sidebar. If you have more than one company, choose the company in the top bar first.
- Choose Start tax return.
- Select the tax year and the tax package.
- Save. You see Tax return started, and the organizer opens.
The page also shows the assigned preparer once one is set, and the tax year's return versions and files as they become available to you.
If you do not see the option
Tax is available once the tax service is active. If the page is locked, see how a service gets activated. If the page tells you to set up a company first, complete your company profile.
Tax context
This article describes how the workspace works. It is not tax advice. Ask the tax team about your own return.
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