Basic Tutorial

Welcome

Welcome to the GA-TaxPro Introductory Tutorial

GA-TaxPro is designed to streamline your tax filing process with two powerful modules: GA-TaxSales for sales & use tax (ST3) and GA-TaxProperty for bu...

Basics on Personal Property Tax

Lesson 1: Setting Up Property Tax Global Defaults

In GA-Taxpro, you can streamline your property tax filing process by configuring the Property Tax Global Defaults. This feature allows you to set the ...

Lesson 2: Adding a NEW CLIENT

In this tutorial, we will guide you through the process of adding a NEW client to your GA-Taxpro software. Follow these simple steps to get started: ...

Lesson 3: Roll Forward Return for an EXISTING CLIENT

In this tutorial, we will guide you through the process of rolling forward/adding a Personal Property Tax Return for an EXISTING tax return in GA-Ta...

Lesson 4: Completing the Header Details

Select the client Go to File > Property Tax Return > Tax Year [2024] (select the current tax year). From the client list, select the client you want t...

Lesson 5: Schedule A Tab

You will be presented with Group 1 - 4 of Schedule A Here is an example screenshot of Group 1 You will be learning how to put in Additions and Disposa...

Lesson 6: Additions and Disposals

GA-TaxPro provides two ways to enter additions and disposals of property: Enter only the additions and disposals that occurred during the current ye...

Lesson 6a: Simple Method for Entering Additions and Disposals

Navigate to the Misc Sections area in GA-TaxPro. You will find two buttons: Additions (for Additions or Items Transferred In) and Disposals (for...

Lesson 6b: Advanced Method for Entering Additions and Disposals

Navigate to the History tab. Click the button labeled Current & Disposed Property Items . Ensure that the full property list is accurately captured...

Lesson 7: Inventory, General 1-20, Strata Section

You should now complete the remaining tabs including: Inventory Tab, General 1-10, General 11-20, additional sections in the Misc Section Tab and Stra...

Lesson 8: Print and Mail Return

When you've finished entering all the required information for your business personal property tax return in GA-TaxPro, it's time to print and mail yo...

Basics on Sales & Use Tax

Lesson 1: Adding a new client

In this tutorial, we will guide you through the process of adding a new client to your GA-Taxpro software. Follow these simple steps to get started: S...

Lesson 2: Setting up new client details

To set up client details for the first time in GA-Taxpro, follow these steps: Step 1: In the main menu, click on "Sales & Use Tax Returns" and then se...

Lesson 3: Adding a Sales & Use Tax return (ST-3)

Step 1: In the Returns Menu tab, click "Enter a New Return" Step 2: Enter a reporting period. Hint: Enter a valid Beginning Date and the Ending Date w...

Lesson 4: Print / Preview / eFile

Step 1: Click the "Print / Preview / eFile" button Step 2: Choose your desired action. This form allows you to Print (left column) or Preview (right c...

Lesson 5: Upload or Import ST3 XML File

Please import the ST3 XML file by following this guide by GA DOR ( Recommended ): https://dor.georgia.gov/how-import-st3-return or upload the ST3 XM...

Step 1: Navigate to Sales & Use Tax Returns Click on the "Sales & Use Tax Returns" in the main menu. Select "Bulk File EFT" from the dropdown menu. Cl...