GUIDE TO PREPARE A SALE AND USE TAX RETURN
NEVER COMPUTE SALES TAX DUE AGAIN!
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On Sales Tax Calculator worksheet: |
In-store Sales: Single location (401-EZ or 401-A) |
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Enter retail merchandise sales including tax on line R1. |
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Or taxable sales without tax on line 12. |
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Add nontaxable sales and other nontaxable deductions on line 4-8 & 10. |
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Vending Machine Operators: (401-A or 401-GS + Vending) |
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Open Vending worksheet from Sales Tax Calculator worksheet. |
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Just enter Total sales including tax on each type of vending sales such as Food Sales 100% taxable sales, 33% taxable sales... on worksheet. |
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Chain stores or chain restaurants. Multiple locations. (401-A + sub-outlets) Having 2 or more sales locations?. |
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Just enter retail merchandise sales including tax on line R1, |
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Add nontaxable sales and other nontaxable deductions on line 4-8 & 10 for each location. |
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Gas station. (401-GS) single or 2+ locations (401-GS + sub-outlets) (with Vending). |
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Enter retail merchandise sales including tax on line R1. |
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Add non taxable sales and other nontaxable deductions on line 4-8 & 10. |
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Add MV fuels including tax, Diesel fuels including tax. |
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Enter gallons of Diesel fuels sold (State excise taxes are exempt from sales tax). |
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Enter gallons of Motor Vehicle fuels and Diesel fuels bought (Get credit for sales tax prepaid to fuel suppliers). |
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Enter tax prepayments paid for the tax period. You are done! |
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A trade show business with multiple district tax areas sales. (401-A + Sch. A & B). Having one permanent location and multiple district area sales? |
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Just enter Total taxable sales without tax on line 1-Total (gross) sales on main worksheet. |
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Enter taxable sales without tax for each city or county on Schedule A worksheet. |
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After you entered the above sales transactions. Stop! You are done. |
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CSUTax will calculate and transfer all sales data and applicable sales tax and tax due to tax form and its schedules based on business's city & zip code and tax periods. |
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On Sales Tax Calculator worksheet: |
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Click "Print" to view/print the worksheet. |
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Click "Transfer data to main worksheet" to view/print a tax return. |
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Now you have 2 options to file your sale tax returns: |
On main worksheet: |
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File online: Click "E-filing Report" to print a report and use it to transfer line by line to BOE E-filing online. |
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File paper tax forms: Click "View/Print Tax Return" to have paper tax forms to send it to BOE. |
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