What are historical or back returns?

Modified on Wed, 9 Oct at 12:31 AM

Historical or back returns in sales tax refer to the process of filing sales tax returns for past periods that were not previously filed or were filed incorrectly. There are several reasons why your business may find itself needing to file a historical return including oversight, business changes, errors, omissions, and delays.


Potential consequences of not filing

Failing to file pending historical tax returns can lead to significant penalties and interest charges. Not filing a historical return can include business license revocation for failing to stay compliant.


What do you need to file a historical return

Filing historical returns can be a complex process. It’s essential to understand your state’s specific requirements.

  • Gather necessary information

  • Identify missed period(s) and payment(s)

  • Determine the filing deadline

  • Calculate the tax liability


The sooner you address any back taxes owed, the sooner your business will be in compliance. If the process feels overwhelming, don’t hesitate to reach out to our team for help.



FAQ

How do I request historical returns to be filed on my behalf? 

If you’re needing to file historical returns, reach out to our team regarding the state, frequency, and reason why you’re needing to file. Additional fees may apply for this service.

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