Returns
The month-end close in Sundry, step by step: census audit, calculate, the Sundry Worksheet line for line with the transactions behind each line, e-sign, then the firm marks the return filed. Then the Washington returns Sundry prepares: the state's, and each city's.
- 0:00 The month-end close
- 0:37 The Washington returns
- 1:08 End card
Transcript
Dana What actually happens at month-end?
Sal When you say go, Sundry works through each client's period and stops only where a person is needed.
Sal First, the census audit. Sundry checks every transaction line in the period. Nothing is sampled.
Sal A line it can't classify is held until a person decides it.
Sal Then calculate: each line lands on the right line of the right return.
Sal Then the Sundry Worksheet. It mirrors each return line for line, and every line opens to the transactions behind it.
Sal Your client gets an e-sign link by email, reviews the Sundry Worksheet, and signs.
Sal Then your firm marks the return filed.
Dana Which returns?
Sal Washington's state and local returns. For the state, the combined excise return to the Department of Revenue, and the returns other state agencies require, each with its own forms and rules.
Sal A cannabis retailer, for one, reports to the Liquor and Cannabis Board every month, and to the Department of Revenue.
Sal Then the cities: city B and O, and each city's own taxes and quirks, Seattle's included.
Sal The returns, one by one, are at sundry.tax/returns.