Activating Jurisdictions

To activate a jurisdiction without inputting data, right click on the Municipal Returns bar just below the Company Information section and select “Activate”. A pop up will generate a list of all jurisdictions in the state. Select which jurisdictions you want activated and click “Activate” at the bottom. The jurisdictions will activate and populate in the tree below Company Information.

Additional features of this menu include lock and unlock jurisdictions, download all to pdf, and set status. By right-clicking on a jurisdiction, any of these actions can be taken.

• Lock/Unlock a Jurisdiction- Right-click on the jurisdiction of your choosing and select to lock or unlock it. Locking will allow you to still view it, but changes cannot be made until it is unlocked. This prevents errors and unauthorized changes. To lock/ unlock individual return, right click on the return and choose Lock or Unlock.
• Download All to .pdf- You may want to download all of your returns for a jurisdiction for your own file-keeping or for printing purposes. You can select Download all Municipal Returns to download all of the returns; you can select Download all Payment Requests to download all of the payment request forms.
• Set Status- Right-click on the jurisdiction and select to set the status of the return as is pertinent from the available list of statuses.