Prepayments tax returns
The following states have returns that report a prepayment amount due for the current month and report a prepayment amount applied from the previous reporting period. Within setup you determine the prepayment method and estimation rate to be used each reporting period to determine the prepayment amount due. You can also enter monthly prepayment amounts in the annual worksheet.
State | Form |
|---|---|
Alabama | Sales Tax Return with Estimated Payment (2105) Sales Tax Return with Estimated Payment (2125) |
Florida | Sales and Use Tax Worksheet (DR-15) Sales and Use Tax Worksheet with Consolidated Schedule (DR-15/DR-7) |
Georgia | Electronic Sales and Use Tax Report (ST-3 XML) Sales and Use Tax Report (ST-3 Version 2.2) |
Kansas | Retailers Compensating Tax Return (CT-9U) Consumers Compensating Tax Return (CT-10U) Retailers Sales Tax Return (ST-36) |
Kentucky | Accelerated Sales and Use Tax Return (51A103) |
North Carolina | Sales and Use Tax Return (E-500) |
Ohio | Universal Ohio State, County & Transit Sales Tax (UST-1) Universal Ohio State, County & Transit Sales Tax (Sellers Use) (UST-1) Universal Tax Return (UUT-1) |
Oklahoma | Sales Tax Return (STS20002) Prepayment Worksheet (STS20002) |
The following states have quarterly returns with an associated deposit return/voucher for which a prepayment amount is calculated for the first two months of a quarter based on transactional data for each of the reporting periods. The prepayment amounts are then applied and reported in the quarterly return. When you create your quarterly binder, you can queue and review.
State | Form |
|---|---|
California | State, Local, and District Sales and Use Tax Return (CDTFA-401-A2) State, Local, and District Sales and Use Tax Return w/Schedule B (CDTFA-401-A2) State, Local, and District Consumer Use Tax Return (CDTFA-401-E) State, Local, and District Sales and Use Tax Return (CDTFA-401-GS) Prepayment Voucher (CDTFA-5000) Prepayment Voucher (CDTFA-5000 (May)) |
Iowa | Retail Use Tax Monthly Deposit Retail Use Tax Quarterly/Annual Worksheet Sales Tax Monthly Deposit Sales Tax Quarterly/Annual Worksheet |
New Jersey | Sales and Use Tax - Quarterly Worksheet (ST-50) Sales and Use Tax - Monthly Remittance Worksheet (ST-51) Sales and Use Tax Quarterly Return - Salem County (ST-450) Sales and Use Tax Quarterly Return - Salem County (Multiple Locations) (ST-450) Sales and Use Tax Monthly Remittance - Salem County (ST-451) Sales and Use Tax Monthly Remittance - Salem County (Multiple Locations) (ST-451s) |
New York | Sales and Use Tax Return Part Quarterly (ST-809) Sales and Use Tax Return Quarterly for Part Quarterly Filers (ST-810) |
State | Form |
|---|---|
Hawaii | General Excise/Use Tax Return (G-45) Annual Return and Reconciliation (G-49) |
Michigan | Sales, Use, and Withholding Taxes Monthly/Quarterly Return (5080) Sales, Use, and Withholding Taxes Annual Return (5081) |
Rhode Island | Monthly Sales and Use Tax Return (T-204M) Quarterly Sales and Use Tax Return (T-204Q) Sales and Use Tax Return Annual Reconciliation (T-204R-Annual) |