Managing Tax Forms

Screenshot of the Tax Forms page

Before you can begin making tax payments from within UltraBranch Business Edition, you must select the types of tax payments you wish to make, which are organized by IRS tax form number.

From the “Tax Payments” summary page, select “Manage Tax Types” navigation button at the top of the page.

The Tax Forms page shows all the tax forms that have been made avaiable to your business. This list is initially empty.

Screenshot of the Add Tax Form page

Selecting Tax Forms

To add new tax forms to the list of available Federal Tax Forms, click “New Tax Type” to open the "Add Tax Form" page.

Choose from the available list of federal forms. You can choose multiple forms at once by holding down the CTRL key and clicking on the different titles. Click “Add Tax Form” and you will be returned to the “Tax Forms” page where you will see all your selections listed.

Click “Done” to return to the “Tax Payments” summary page.