Severance web application tips:

 

Notes:

 

  1. A batch can be saved as a “Test” batch.  This is to allow users a chance to test the application before going live.  Test batches can be activated.  If you have test batches that are no longer needed, it’s probably best to delete them.
  2. A batch is “Closed” to our accounting system when a process runs on our end that closes the batch.  There is nothing that the taxpayer does to manually close a batch.
  3. While making edits, if you hit the ”Enter Key” by accident your batch may be submitted.  

 

 

Uploading a file.

Uploading a file saved using the old Severance Application.

Save records to a dataset.

Prepare a new batch of tax returns.

Edit an existing batch.

Delete a batch.

To save your edits after editing but before clicking-on “Submit Return.”

 

 

A. To upload a file:

 

  1. Logon to the application.
  2. Click-on the link that says "File Upload".
  3. In the "Upload Format" group box, select the appropriate format. 
  4. Click-on the "Browse" button and browse to the file you wish to upload.
  5. Enter your 6 digit Severance account number.
  6. Click-on the button that says "Upload."  The data from file upload should appear in the tax form editor.
  7. If there are file upload errors, view the file upload error report by clicking the link – “View Error Report.”
  8. You can display only the upload errors by clicking on the link that says “Show Rows W/Errors.”
  9. Once any errors have been corrected, click “Submit Return.”

 

Note:  If you should select the wrong file upload format, the file may still upload, but with a lot of errors.  If this happens, upload the file again using the correct upload format.

 

 

B. To upload a file saved using the old Severance desktop application. 

 

  1. Logon to the application.
  2. Click-on the link that says "File Upload".
  3. In the "Upload Format" group box, select "Old Severance Format( 4-digit producer code…)
  4. Click-on the "Browse" button and browse to the last file you saved using the old application.
  5. Enter your 6 digit Severance account number.
  6. Click-on the button that says "Upload."  The data from your last file upload should appear in the tax form editor.
  7. Click-on the link that says "Change All Taxperiods."  A set of text boxes will appear.
  8. Type the next or current tax period that will be filing in the text boxes.  For example:  03  2009.
  9. Click-on "OK".
  10. Click-on the link that says "Dataset manager." The dataset manager dialogue should appear.
  11. On the lower left-hand side of the dialog, there is a text box. Type in a name you wish to use to recall the dataset. If you don't have a default dataset already, using 'default' as the name will cause the data to load automatically when you log on.
  12. Click-on the link to the right of the text box that says "Create new dataset."  

 

Now you've loaded a file and created a dataset that can be recalled with having to do very little typing.

 

 

C. To save some records to a dataset – see items 10-12 on B above.

 

Note:  If you name a dataset “default” it will load automatically.  If you have two datasets named “default,” the application will load the first one it comes to.

 

 

D. To prepare a new batch of tax returns (if you have a default dataset that loads automatically and that is the dataset you wish to submit, go to number 5)

 

  1. Logon to the application
  2. Open the appropriate tax form.
  3. Click-on "Dataset Manager."
  4. From the drop-down box, select a named dataset.
  5. Click-on the link that says "Load Named Dataset." This loads a named dataset.
  6. Click-on the link that says "Change all Tax Periods."
  7. Enter the tax period you are wanting to submit.
  8. IMPORTANT:  Click-on "OK"
  9. One line item at a time, click the link that says "Edit."  This opens the row for editing.
  10. Edit the volumes.
  11. Click-on the link that says "Update."  This saves the edit.
  12. Once you're done with all the line items and the return is correct, click "Submit Return."

 

The return is submitted and the summary report should be displayed.

 

 

E.  To edit an existing batch that hasn't closed.  Batches that have not closed can be edited.

 

  1. Logon to the application.
  2. Open the appropriate tax form.
  3. Click-on "Batch Manager" You will notice all the batches you have that haven't closed in the list box on the left.
  4. In the list box on the left, highlight the batch you wish to edit.
  5. Click-on the button at the bottom of the list box with the arrow pointing to the right.
  6. Once the batch appears in the list box on the right, highlight it again.
  7. Click-on the button at the bottom of the list box that says "Select." You batch will now appear in the tax form editor.
  8. Make the necessary edits.
  9. Once the edits are complete, click the "Submit Return" button.  This resubmits your return with the edits.

 

 

F.  To delete a batch.  Both test batches and active batches can be deleted.  But active batches can only be deleted if they have not closed.

 

  1. Follow steps 1-5 listed above.
  2. Once the batch appears in the list box on the right, highlight the batch again but this time in the list box on the right.
  3. Click-on the button under the list box on the right that says "Delete."

 

The batch is now deleted.

 

 

To save your edits:

 

  1. Click-on “Dataset manager”.
  2. Click-on the link that says “Save Current Dataset.”
  3. Click-on the little “X” in the upper right-hand corner to close the dataset manager dialog box.