Online Tax Filing Service User Guide

Transcription

1 Online Tax Filing Service User Guide

2 Table of Contents Logging On As A User 3 Main Menu 4 Add Payment Type 5 Making a Payment 7 Single User ID Set Up (i.e. no additional approval required) 7 Multiple User / Multiple Authorization Set Up (additional authorization required) 9 Payment Approval Multiple Authorization / Multiple Account Setup Only 12 Cancelling a Payment Transaction 15 View Transaction History 17 Modify Profile 18 Change Password 20 Online Tax Filing Service User Guide

3 Logging On As A User At the Sign In screen, input your User ID and Password provided during enrollment or by your Company Administrator (Multiple Account/Multiple Authorization setups only) in the fields indicated. NOTE: The first time a User signs using the ID and password they were provided, they will be prompted to change their password (see the Password Change section on Pages 16 to 17 in this User Guide) E_ Online Tax Filing Service User Guide 3

4 Main Menu Options available from the Main Menu (in addition to making, editing and removing payments) are: 1. Registered payments and accounts Pay Add payment type Edit Remove 2. Future dated transactions 3. Transaction History 4. Transaction approvals For Multiple Account/Multiple Authorization setups, only Users set up with Payment Type Access set to Yes by their Administrator will have the Add Payment Type, Edit and Remove options on the Main menu. These options will not appear when Payment Type Access is set to No E_ Online Tax Filing Service User Guide 4

5 Add Payment Type Click the Add Payment Type link and the Add Payment Type screen will open. Select a payment from the predefined payment drop-down list and click the Next button. Select the Payment Type from the list provided. If the Payment type is Federal, select the Federal Tax button to list only the available Federal Payment types. If the Payment type is Provincial, select the Provincial Tax button and select the specific Province from the drop down menu. Once the Payment type has been selected, select the Next button to continue to the Enter Details screen. In this example, the Federal Payroll Deductions Regular/Quarterly payment type was selected. Please note that the required information may defer between tax payment types. Enter the Tax Account number in the required field E_ Online Tax Filing Service User Guide 5

6 Select Next to proceed to the Confirmation screen. Select Back to return to the Select payment type screen or Cancel to return to the Main menu. The Confirmation screen will appear confirming that the Payment has been added. Select Done to return to the Main menu or Add another account to create another payment E_ Online Tax Filing Service User Guide 6

7 Making a Payment Single User ID Set Up (i.e. no additional approval required) Select the payment type from the Main Menu by clicking the radio button in the Select column alongside the payment required. Select the Pay button. From the Make a Payment screen, select the account number to be debited using the drop-down menu in the Pay From field. Single Users will not have a drop down for account numbers as there will only be one account number in their User profile. Depending on the type of tax payment selected, a User can enter a Taxation/Remittance Period Ending. (NOTE: This field does not appear for every tax payment type and may not be mandatory.) Enter the Payment Amount (NOTE: If the amount is a round dollar amount, you need only enter the dollar amount the Online Tax Filing system will pre-fill the cents). If prompted, input an Effective Date or Payment Date E_ Online Tax Filing Service User Guide 7

8 Once completed, select the Next button to proceed to the Verify and Submit screen. Verify the Payment details and select the Submit button if the details are correct. If not, select the Back button to return to the Enter payment details screen to correct any errors or select Cancel to return to the Main menu. The Confirmation screen will appear stating the payment has been successfully scheduled for processing on the defined payment date. Select Done to return to the Main menu or select Make another payment to submit another tax payment. The Confirmation screen can be printed for record keeping by selecting the Print button E_ Online Tax Filing Service User Guide 8

9 Multiple User / Multiple Authorization Set Up (additional authorization required) To make a payment, select the payment type from the Main Menu. NOTE: in the example that follows, the transaction requires 1 other User to approve it before it is ready to be processed: Select the payment type from the Main Menu by clicking the radio button in the Select column alongside the payment required. Select the Pay button. From the Make a Payment screen, select the account number to be debited using the drop-down menu in the Pay From field. Single Users will not have a drop down for account numbers as there will only be one account number in their User profile. Depending on the type of tax payment selected, a User can enter a Taxation/Remittance Period Ending. (NOTE: This field does not appear for every tax payment type and may not be mandatory) E_ Online Tax Filing Service User Guide 9

10 Enter the Payment Amount (NOTE: If the amount is a round dollar amount, you need only enter the dollar amount the Online Tax Filing system will pre-fill the cents). If prompted, input an Effective Date or Payment Date. Once completed, select the Next button to proceed to the Verify and Submit screen. Verify the Payment details and select the Submit button if the details are correct. If not, select the Back button to return to the Enter payment details screen to correct any errors or select Cancel to return to the Main menu E_ Online Tax Filing Service User Guide 10

11 The Confirmation screen will appear stating the transaction is now in Pending Approval status and requires X approver(s). Select the Done button to return to the Main menu or select Make another payment to submit another tax payment. The Confirmation screen can be printed for record keeping by selecting the Print button E_ Online Tax Filing Service User Guide 11

12 Payment Approval Multiple Authorization / Multiple Account Setup Only When a User signs on to the system, either a Transactions Pending Approval or Main Menu screen will display. If the company has transactions outstanding in the pending status, the Transactions Pending Approval list screen will display with details of the payments requiring approval. If there are no pending transactions outstanding, the Main Menu page will display. To approve the pending transaction(s), select the Transaction type from the list provided E_ Online Tax Filing Service User Guide 12

13 The Pending approval Details screen will appear. The following options are available: Audit: May be selected prior to approving the payment for additional details regarding the payment. Cancel Transaction: Cancel the transaction and return to the Main menu. Back to List: Return to the Transactions Pending Approval screen. Approve: Approve the payment. Once the Approve button is selected, the Confirmation pop-up window will appear. Select Ok to approve the transaction. Selecting the Cancel button will cancel the transaction and return to the Main menu E_ Online Tax Filing Service User Guide 13

14 After Ok is selected, the Pending Approval Confirmation screen will appear confirming the payment has been approved and submitted for processing. Select the Done button to return to the Main menu E_ Online Tax Filing Service User Guide 14

15 Cancelling a Payment Transaction To cancel a payment transaction, click the Future Dated Transactions tab on the Main Menu. The Future Dated Transaction request page will display. Search the future dated transaction by selecting the From and To date range. Select the Search button to display the search results. Select the transaction from the results screen E_ Online Tax Filing Service User Guide 15

16 The Payment Details screen will appear. Select the Cancel this transactions button to cancel the transaction. Select the Back button to return to the previous screen or Print button to print the current screen. The Confirmation pop-up will appear requesting confirmation to cancel the transaction. Select Yes to cancel the transaction or No to return to the Main menu. The Payment Details screen will appear with confirmation that the Cancellation request has been successful. Select the Back button to return to the Main menu. The Print option is available to print the confirmation of the cancellation E_ Online Tax Filing Service User Guide 16

17 View Transaction History On the Main menu, view a payment transaction history, select the Transaction History tab. Enter the From and To date range and select the Search button to display the search results. Select the Transaction from the results screen. The Payment Details screen will appear. Select Print to print the Payment Details screen. Select the Back button to return to the Main menu E_ Online Tax Filing Service User Guide 17

18 Modify Profile From the Main menu, select the Drop Down Menu in the top right of the screen. Select Modify my profile. Amend one of the following fields: Name Phone Number / Extension Address Language E_ Online Tax Filing Service User Guide 18

19 Select the Submit button to save the changes. Select Back to return to the Edit details screen or Cancel to return to the Main menu. The Confirmation screen will appear confirming the change(s). Select Done to return to the Main menu E_ Online Tax Filing Service User Guide 19

20 Change Password From the Main menu, select the Drop Down Menu in the top right of the screen. Select Change password. The Change Password screen will appear. Enter the current password in the Enter current password field. Enter the new password as per the guidelines provided in the Your new password section. Re-enter the new password. Select Save button to save the change E_ Online Tax Filing Service User Guide 20

21 The Confirmation screen will appear confirming the password was successfully changed. Select the Done button to return to the Main menu E_ Online Tax Filing Service User Guide 21

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