Filling History

Mon, 01 Jan 0001 00:00:00 +0000

Overview

The Filing History page provides a detailed overview of all the tax form filings made in your account. This page enables you to keep track of all your Tax Form submissions and ensure that you have a complete record of all submissions, allowing you to stay on top of your tax obligations.

To access the Filing History page, navigate to Account > Filing History.

View

Field

Description

Filing Period

Start and end date duirng which you incurred taxes.

Assessed Amount

Amount you need to pay.

Tax Type

Tax type

Received Date

Date when the tax form was received.

Filing Due Date

Last day of submitting the tax form.

Status

Status of the submission.

Actions

Display either one of the following icons:

Correspondence

Mon, 01 Jan 0001 00:00:00 +0000

Overview

The Correspondence page serves as a repository of all customer contacts, including notifications and communications initiated by ERS. This includes, but is not limited to, letters for registration confirmation, update or deduplication notification, and payment receipts. The page provides a centralized location to access and review all communication sent by ERS.

To access the Correspondence page, navigate to Account > Correspondence.

View

Field

Description

Type

Type of the correspondece.

Date

Date when the correspondence was sent.

Contact Method

Method used to send the correspondence. The following are the possible values:

Unifiled Obligations

Mon, 01 Jan 0001 00:00:00 +0000

Overview

The Unfiled Obligations page lists all the Tax Forms filings that require submission. This page provides detailed information, such as the tax type and filing due date, and allows you to file the required tax forms in the portal. It is essential to ensure that all filings are submitted on time and in compliance with the tax laws and regulations.

To access the Unfiled Obligations page, navigate to Account > Unfiled Obligations.

Accont Statement

Mon, 01 Jan 0001 00:00:00 +0000

Overview

The Account Statement serves as a comprehensive financial record for the selected Tax Identification Number (TIN) on the TIN selection page. It lists the financial transactions of the TIN, including all tax return figures, tax assessments, adjustments, and payments made. This document can be used as a reference for reviewing the financial history of the TIN at a glance.

To access the Account Statement page, navigate to Account > Account Statement.

Account on RIA Docs

Filling History

Overview

View

Correspondence

Overview

View

Unifiled Obligations

Overview

Accont Statement

Overview