Add or remove an entity subscription

Overview

Before you can use the Income tax or Fringe benefit tax (FBT) modules, you need to add a subscription to your entity. This article explains how to add or remove subscriptions, access other tax years, and manage billing implications.

Add an entity subscription

1. From the TaxLab home screen, select the name of the entity.
2. Select the Income tax or Fringe benefit tax tab, as required.
3. Select Add subscription. 
4. This will open a pop-up window to enter more details: 
5. Ensure the Entity type is correct. 
6. Select the Return period dates for the first return you want to start. This will automatically default to the balance dates set for the entity.
7. Select Confirm.

Access other income tax years

Once you have added a subscription, the status of that tax year will show as Unlocked on your Income Tax tab. You can access the income tax return for that tax year by selecting the year. If you wish to access other tax years you can from within the return you have opened.

1. From the Income Tax tab, select the Tax year that is displaying an Unlocked badge.
2. From the navigation bar select Goto.
3. Select any tax year displaying with a Not created badge. This will open the income tax return, and take you directly to it to complete.

Remove an entity subscription

If you have an entity that you no longer wish to file returns for, you can remove the subscription from that entity, by archiving it. You will still be able to access entity data, but will no longer be able to edit, send or receive any data from integrations. You can also restore archived entities, which will automatically add the subscription back.

Troubleshooting

I am being billed for an entity that is no longer active

• Remove an entity subscription by archiving the entity.
• If you need further assistance, contact our Accounts team.

What's next?

Learn about the functionality of income tax return tasks, and how they manage the income tax return workflow.

Related articles

Open an income tax calculation

Add or edit an entity's details