Amending or Superseding a Tax Return File
Table of Contents
- Overview
- Objective
- Platforms Involved
- Scope
- Related Resources
- Use Case
- Workflow
- Exhibits / Appendices / Forms / Supporting Documents/Resources
- Change Control Log
Overview
This guide provides a step-by-step process for amending or superseding a tax return file to ensure accurate and efficient processing.
Objective
The primary goal is to amend or supersede a tax return while maintaining the integrity of the original e-filing data and creating a new locator for the updated return.
Platforms Involved
- Tax filing software
- Locator management system
Scope
This guide is applicable to users responsible for managing tax return files and ensuring amendments or supersedes are correctly processed.
Related Resources
- Tax meeting notes from last week (if available)
Use Case
This guide is used when there is a need to amend or supersede a tax return to correct issues identified in the original filing.
Workflow
Step 1:
Go to the general information section of the original tax return file.
Step 2:
In the basic return information, prepend "superseded" to the name if superseding, or "amended" if amending, as per your TCM (Tax Compliance Manager).
Step 3:
Compute the updated information three times to ensure the member's or business's name is updated in the listing.
Step 4:
Check the necessary box and click "save as". Enter the member number (UT ID for 2024, hub member ID for 2025), the full entity name, and then hit save to generate a new locator. Refresh or log out and back in if the new locator does not appear immediately.
Step 5:
Ensure the new locator does not contain any e-file history and use this locator for all amendments or superseding changes. This maintains the integrity of the original e-filing data.
Exhibits / Appendices / Forms / Supporting Documents/Resources
No additional materials provided.
Change Control Log
No changes have been made to this document.