Print Trust Tax Returns

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ClosedNavigation Flowchart

Here is a flowchart of Business Revenue Trust Tax Return navigation. Common Actions are included only if critical to completing the task. Obvious actions, such as Save, Previous and Close, are not  included in the flowchart.

Description

Print the trust tax returns for a tax year. You can select one or more tax types for a range of accounts and periods.

IMPORTANT: You can either export data or choose to print the return. If printing the return, you can control the number of additional blank returns you print based on the Business Revenue application setting Number of Blank Trust Tax Returns to Generate. To set this up:

  1. Go to Configuration > Application Settings > Maintain Application Settings.

  2. Select the setting type of Effective Date and the filter by module of Business Revenue.

  3. Click Edit on the Number of Blank Trust Tax Returns to Generate application setting and enter the number of trust tax returns you want to print in addition to the regular printed return. The additional blank return prints after the regular return.

ClosedJurisdiction Specific Information

City of Virginia Beach, West Virginia

  • The Trust Tax Return includes updated seal, phone number, date, mailing address, column/text alignment, signature/date, comments, bar code, print format, and back of the form, inclusion of LIN, REAMS recognition ability, and a unique quarterly return format.

Florida

  • Owners and Service Companies of trust tax accounts can file returns, report rent, and accept multiple payments online for a current, future, or prior period using Aumentum Tax Public Access. A zero return can be filed for an existing or future period.  Any unfiled period is displayed in Public Access to provide notification of the missing return.  Also, future periods can be inactivated when a business closes.

Palm Beach, Florida

  • A TDT Return Form is also available for printing using the same procedures described herein. Once the Return prints, you can continue processing the return by going to Business Revenue > Business Maintenance > look up the company, then go to the Business Account,  Business Location, Trust Tax Account, then to the return for the specific period.  Process the return and post the charges.

  • The ability to choose the office contact type for Trust Tax Return creation is also available. To accommodate this, a new application setting was created called Trust Tax Office Contact Type.  To set this, go to Configuration > Application Settings > Maintain Application Settings, set the effective date, select Business Revenue as the Filter by module, click on Trust Tax Office Contact Type, and select the contact type.

  • A blank TDT form can also be generated using the Print Blank Form button.

San Francisco, California

  • Printing ALT, CIG, and UUT Forms. The ability to print multiple forms, such as ALT, CIG, and UUT forms, based on trust tax type is available based on the Business Revenue effective date boolean application setting, Printing Multiple Types of Trust Tax Forms. To set this and to define the trust tax type:

    1. Go to Configuration > Application Settings > Maintain Application Settings.

    2. Select the Setting Type of Effective Date and the Filter By Module of Business Revenue.

    3. Click Edit on the Printing Multiple Types of Trust Tax Formsapplication setting, and select the checkbox to set the setting to True. The default is False.

    4. Click Save and Close.

    5. Next, go to Business Revenue > Setup > Trust Tax Types > Set Up Trust Tax Types.

    6. Select the Type Codes for Access Line Tax and Utility Users Tax M: Access Line Tax - Batch and Utility Users Tax M - Batch and define the remaining details as applicable.

    7. Apply the change to each Trust Tax Type to which you want to apply this type, and click Save.

    8. To print the forms, go to Business Revenue > Trust Tax > Return Printing > Print Trust Tax Returns.

    9. Select the Access Line Tax and Utility Users Tax checkboxes in the Trust Tax Types panel.

    10. Click Queue Process to submit the PDF forms to the Monitor Batch Processes screen. Select the batch process when finished processing to advance to the View Batch Process Details screen, and select the generated report PDFs.

  • When printing a return for a trust tax type for which no correspondence report setup exists, a message displays indicating that the correspondence is not set for the particular trust tax type.

    NOTE: A Data Service must be created for each type of Trust Tax correspondence via Reports and Interfaces > Data Services and then associated with the Report and Template via Reports and Interfaces > Correspondence.

Sarasota, Florida

  • A blank trust tax return is the same as a regular trust tax return except that the Tax Period and Delinquent Date are blank on the blank return.

Steps

  1. Select the Tax year.

  2. Select the Process, either:

  • Print Report

  • Export Data

  1. If you selected Export Data:

    • Enter the Output file name.

      NOTE      : The file is set up via Configuration > File Input/Output > Input/Output File Configuration > Manage Input/Output Configuration. Click Edit on Export TDT Return to navigate to the Manage Input/Output file Details screen to set up the file details as applicable to your jurisdiction.

    • Check the Use default export file location to use the default location.

    • Define the Export file location if checking the checkbox.

  2. Check the checkboxes for the Trust Tax Typesto include.

  3. Select theTrust Tax Acct Statusesto include. Any types or status checkboxes left unchecked are not included.

  4. Enter the beginning and ending Trust Tax Account numbers to print in the From and To fields.

    NOTE    : For a single account, enter the number in the From field. Leave both fields blank for all account numbers.

  5. Enter the Periods for the returns, with the beginning period, or single period, in the From field and the ending period in the To field. Leave both fields blank for all periods.

  6. Check the Include Supplementals checkbox to include supplementals in the report.

  7. Click the Print Blank Form button to print a blank form for just one trust tax account only.

    NOTE: This button may not be available in your jurisdiction.

  8. Click Queue Process to initiate the batch process to generate the returns. The Monitor Batch Processes screen displays, from where you can view batch process details.

    When the process is complete, a PDF file of the returns is available from the View Batch Process Details screen. After viewing the forms, you can send them to a printer.  In addition, an error log showing any returns that failed due to missing information is also generated as part of the process. The log report includes run date, trust tax account number(s), return period, and reason, for example, return period does not exists.

    • Click Clear to remove all selections.

    • Click Close to exit the task

Common Actions

Tax Detail - Opens the Info Center > Business > Business Detail Information screen for the selected account(s).

Report Samples

ClosedTDT Return Form

Valuation Vocabulary

ClosedALT

Access Line Tax

ClosedCIG

Cigarette Litter Abatement

ClosedUUT

Utility Users Tax
Related Topics

Trust Tax

Create New Trust Tax Roll

Process Trust Tax Returns

View Trust Tax Account Summary