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Alabama e-file setup

Enter or select data for each field in the following groups of data:

File creation

Field
Entry
Generate Electronic Filing Tax Return
Mandatory:
  1. In the Entity Configuration, go to
    3 Organizer
    .
  2. Set the following options:
    • Country:
       USA
    • Admin Level:
       State
    • State:
       Alabama
    • Collector:
       Alabama
    • Category:
       Electronic Filing
    • State:
       Alabama
  3. Select
    Load
    .
  4. Select
    Generate Electronic Tax Return
    .
File Electronically Using ONE SPOT
Select
File Electronically Using ONE SPOT
 on the
Electronic Filing
 screen.
Form 9501 - Optional Returns
To include self-administered local jurisdictions in the electronic filing:
  1. Go to
    Entity
    2 Return Register
    .
  2. Select the
    +
     sign to expand the Alabama list in the Return Name section.
  3. Select the returns you want to file and add them.
    note
    Don't select both the single and multiple location returns for the same local return.
  4. Mark the
    OneSpot
     checkbox in the return register for each selected return.
  5. Go to
    Entity Configuration
    3 Organizer
    for each local jurisdiction you selected
    .
  6. Set the following options:
    • Country:
       USA
    • State:
       Alabama
    • Admin Level:
       Local
    • Collector:
       the jurisdiction
    • Category:
       General Information
  7. Select
    Load
    .
  8. Enter the
    Account Number
     for the jurisdiction.

Payment information

Field
Entry
Financial institution is outside the territorial jurisdiction of the United States
Select whether the financial institution for payment is outside (Yes) or inside (No) the territorial jurisdiction of the United States. The default is No.
If your financial institution for payment is outside the territorial jurisdiction of the United States, entries for the address fields are mandatory.
Payment Method


MANDATORY - in the dropdown list, select the payment method:

  • Check (M)
  • EFT Debit (E)
  • EFT Credit (V)
  • Zero Tax Due (Z)
  • Negative Credit (N) - applies only to SE
Banking Information
Mandatory if paying by EFT. Select the account type. The default is Checking Account. Enter the bank routing number and bank account number.
Settlement Date
Select one of the 2 options to specify the settlement date automatically each month. The 1st option designates the settlement date to be the same as the return due date. The 2nd option lets you enter a specific day of the month as the settlement date.
If you don’t select one of the settlement date options, you will have to enter the settlement date manually each month on the Tax Return Basic Information screen.

Override option

Field
Entry
Allow Alabama Electronic Filing Tax Return(s) to Generate Even if Rejection Errors are Present
Select to override all diagnostics and generate the electronic tax return file.
We recommend that you review and clear each diagnostic rather than use this override. Using this override can result in your upload file not importing correctly.

This article applies to:

  • PRODUCT: ONESOURCE Indirect Tax,ONESOURCE Sales and Use Tax Compliance
  • State: Alabama
  • Subject: e-file,Setup