Mark an income tax return as filed outside of TaxLab

Overview

If a return has been filed outside of TaxLab, such as directly through Inland Revenue (IR), you can use the Paper filing method in TaxLab to mark it as filed. This ensures the return appears as Filed in your workflow, even though it wasn’t submitted from within the software.

If you want to file the return electronically from the software, please refer to the help article: E-file an income tax return.

Before marking the return as filed

Make sure the return is complete and ready to be recorded as filed.

1. Make sure that all sense checks within TaxLab have passed:
   Go to Reports > Tax return forms > Sense checks
2. Select a target filing date. This will reflect changes in the uplift in the Payment schedule based on whether you expect to file the return before or after a particular provisional tax due date. For more information, please refer to the help article: View and manage the income tax payment schedule

How to mark the return as filed (Paper method)

Step 1 – Send return to client for signature

1. Go to Reports > File with IRD. Select the Paper filing method.
2. Select Set a filing date to schedule the return to be marked as filed.
3. If the return has already been filed, use the For later option to select a date in the past.
4. Select Ready to Sign.

Step 2 – Ready to file

1. Use the Files tab to upload the signed transcript.
2. Select the initials to confirm that the signed transcript is attached and the checksum on the screen agrees to the signed transcript.

Step 3 – Filing

• Select Mark Return as Filed.
• Type PAPER and select Mark Return as Filed.
  • The return is not sent to Inland Revenue when the Paper method is selected. This step updates the return status in TaxLab for tracking and workflow purposes only.

Related articles

E-file an income tax return.