How can I obtain the Industrial Incentives 480.3(II) forms?
To access the Industrial Incentives 480.3(II) forms, you must have the Add-On that includes these forms active. To purchase the expansion or get more information, you can contact our sales department by writing to sales@cegsoft.com.
Where can I include the bank account in the 480.2 form for the refund to apply?
At the moment, you cannot enter a bank account in the form to receive a refund, as per Hacienda's instructions. If you wish to enter a bank account, you must do so directly in SURI.
Why does it say the specialist's pin does not match when filing, even though it is correct?
You must verify that, on the basic information page of the form, it is marked at the end that the form was paid for preparation.
What is the difference between Rollover and bringing amounts when converting corporation files?
The Rollover function allows the amounts from the previous year to transfer at the start of the current year's form when converting the form. For example, on the "balance sheet" on page 4, part VII of the 480.2, the amounts in the "End of the year" section of the previous year's form will move to the "Beginning of the year" section in the new converted form.
Selecting Bring Amounts will transfer all amounts exactly as they were in the previous year's form to the current year.
What is the Trial Balance?
The Trial Balance is a tool used to fill out large forms more quickly through Excel.
Some of its advantages are:
- Automatic calculations and transfer of amounts from the Trial Balance to the form.
- Generating reports for review purposes.
For more information about the Trial Balance, you can visit our help manuals in the User Guides area.
Why is the confirmation number box in the 480.6EC within the 480.2EC locked?
The 480.6EC Form section in the 480.2EC form is for filling out the partners' informatives, which will be filed along with the form. The confirmation number box is locked because it will be auto-filled once the form is filed.
If the corporation received a 480.6EC informative in its name and wants to report it on the form, you must enter the amounts directly in the corresponding line since corporation forms do not have an informatives section.
How can I file the 480.2EC Conduit Entity form?
To file the 480.2EC for the 2020 tax year and previous years, you must print the form and upload the PDF to the SURI portal.
The filing of 480.2EC for 2021 and onwards is done electronically through the program.
How can I file a form with a short period for which the tax year is not yet available?
Expert Tax is conditioned to Hacienda's instructions. Therefore, there are certain cases where forms with different payment periods cannot be filed electronically.
In these cases, you will need to verify with the Department of Hacienda if they are accepting the dates you are trying to file.