Create a Master Filer (Consolidated) Return

Please follow the following instructions to create a Master Filer.

Note: GTC will provide you with a Sales Tax ID that starts with "200" if Master Filer Return is required.

Step 1.

• Go to File > Client Records > Add New Client

• Enter a new Client ID

Step 2.

• Fill in the below form.

• Important: your Sales Tax ID will start with "200" to create a Master Filer

• Click "Returns" button

Step 3.

Select "Sales & Use" button

• Select "Yes" when prompted if you are creating a Master Filer Return

  • You will not be prompted if your Sales ID does not start with "200"

Step 4.

Now we can add stores/locations:

• File > Sales & Use Tax Return > Current GTC Version

• Select your client ID from the list

Step 5. Add a new location/store

• Click "Manage Store Locations", then "Add a Location"

Step 6.

• Enter a store ID and County

Step 7.

• IMPORTANT: enter the certificate # (Sales ID) for the store. Each store will have its own Sales ID provided by GTC. You must enter this correctly

• Fill in the other details (Store Name, Address, etc).

• Click "Add a Location" to add a new store/location

• Repeat step 5 to Step 7 until all locations are added.

• Then click "Finish" when you are done adding all stores.

Step 8

When you are done adding all stores:

• File > Sales & Use Tax Return > Current GTC Version. Select the client ID

• You can then proceed to "Enter a New Return" to create a Sales & Use tax return as you normally would.