GST Return Submission and Member Hub Upload Guide
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 detailed steps for printing GST returns and uploading them to the Members Hub for review. It includes creating PDFs of tax returns, organizing files, and ensuring that all necessary documents are uploaded correctly.
Objective
The primary goal is to ensure accurate and efficient transfer of GST return documents to the Members Hub for review, verification, and subsequent processing.
Platforms Involved
- Adobe Acrobat
- Members Hub platform
Scope
This guide is applicable to staff responsible for preparing and submitting GST returns for review within the organization's financial operations.
Related Resources
- Adobe PDF User Manual
- Members Hub User Guide
Use Case
This process is used when preparing GST returns that need to be reviewed and stored within the Members Hub for compliance and record-keeping.
Workflow
Step 1: Preparing and Printing Tax Returns
- Navigate to the tax return section and select "Print" and "Copy Types."
- Choose the taxpayer's 1120 tax return and maintain the default file name. Click "Create PDF."
- Simultaneously, begin creating the K1 package, naming it with the member's name followed by "K1". Click "Create PDF."
Step 2: Organizing and Extracting Required Documents
- Download the tax return to your computer and organize it in a designated "Clean Out" folder.
- Open the downloaded file in Adobe Acrobat and extract required pages, like the Federal 8879 e-signature page.
- Save the extracted pages in the Clean Out folder, ensuring they are labeled correctly as e-signatures.
Step 3: Uploading to the Members Hub
- Open the Members Hub and prepare to upload the returns. Make sure to select the correct state, such as New Jersey, where applicable.
- Drag and drop the final return, e-signature page, and K1 documents into the Members Hub. Verify the member and fund strategy before uploading.
- Confirm that all necessary documents are uploaded and correctly associated with the respective member.
Exhibits / Appendices / Forms / Supporting Documents/Resources
- Adobe Acrobat User Guide: [Link]
- Members Hub Manual: [Link]
Change Control Log
- Version 1.0: Initial creation and documentation of the GST Return Submission process.