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The Filing Info Schedule contains the due date, payee, and address information for all jurisdictions. In addition, the schedule also indicates whether or not a USPS postmark is accepted as timely filing for a particular return and whether a return is to be paid via EFT, as well as the EFT threshold information. The state contact information (name, phone, email, and web address) is also included.

You may change the address to which a return will be sent by selecting between the available addresses in the address option column. The address selected on this schedule will determine the Payee Address that will be used on the Filing Information Form, Check Request, and labels for that particular return. If you set the Address Option to an email address, you may send an email to the appropriate recipient by right clicking on the Address 1 field and choosing Mail To.

Please note that beginning in the 2016-17 software, a company’s mailing address will be selected by default in lieu of the physical address, which was displayed by default in the past. ^{!NEW for 2016-17}

The Address Option you choose from the dropdown will rollover to the next year. ^{!NEW for 2016-17}

The Vendor Number column allows you to specify a unique vendor number for each payee. This information will flow to the Check Request forms and schedules. It will also rollover from year to year. You may also right click on the contact email and select Mail To in order to generate an email message to that email address. Right click on the web address and select Go To in order to browse to that web page.

When the information in a field is changed from the default, the text will appear in red. You may right click on the field and choose Clear to revert to the default text.