This article explains how to reconcile informational forms in the Withholding and Annuals modules of Expert Tax.
Before filing certain forms, if applicable, you must first reconcile them in the corresponding reconciliation form.
The informational forms that need to be reconciled and their respective reconciliation forms are:
- 480.6C in 480.30
- 480.6SP in 480.6SP-2
- 480.6B in 480.6B-1
- 480.7C in 480.7C-1
- 480.7B in 480.7B-1
To reconcile forms in the program, follow the steps below.
After transferring to the annual forms:
1. Select the reconciliation form and press View Forms.
- While on the form, press Import.
- Press Save and Exit.
4. Proceed to file the form.
NOTE: If you make any adjustments to the amounts after reconciling, you will need to repeat the process to update the data.
For a manual on how to file 480 forms, click here.