Administration Manager

Table of Contents location: Setting Up Tax > Setting Tax Options for Your Firm > Setting Up Tax for Your Firm > Pennsylvania Tax Jurisdictions

Managing Pennsylvania Tax Jurisdictions

Your firm can configure up to 99 specified Pennsylvania tax jurisdictions for the Individual (1040) return type. You can override the Pennsylvania Tax Jurisdiction return configuration set options on the Pennsylvania > Generic Cities > Pennsylvania Cities > General worksheet.

  1. Open Dashboard, click Configuration on the navigation panel, and then click Settings and defaults under Firm.
  2. Click Tax on the navigation panel.
  3. Click Pennsylvania Cities on the navigation panel.
  4. Do one of the following:
    • Create a new record. Click New to open a new record.
    • Modify an existing record. Click Open to display and edit the selected record.
  5. Enter information for the tax jurisdiction in the various areas in the upper section. ClosedExplain the components of the window.
  6. Enter the tax collecting agency mailing information. For tax years 2014 and higher, you can enter mailing information for any of the following:
    • Returns with payments
    • Returns with no refund or payment
    • Returns with refund
  7. Enter the tax collecting agency mailing information for estimated tax payments. This section applies to tax years 2013 and higher.
  8. Click Due Dates/Rates to enter due dates and rate information.
  9. Click Save to save changes or Cancel to exit the window without saving.

Some options described may not be available based on your installed products and your assigned rights. If you have a question about access, see Managing Access or contact your system administrator.

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