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This form is effective beginning with the January 1 to June 30, 2017, accounting period (2017/1) If you are filing for a prior accounting period, contact the Licensing Division for the correct form.
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Who needs return completed workbook?

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Return completed workbook is a document that summarizes financial information and is filed with tax authorities.
Businesses and individuals who have a filing requirement with tax authorities are required to file return completed workbook.
Return completed workbook can be filled out manually or electronically depending on the preference of the taxpayer. It typically requires information on income, expenses, deductions, and credits.
The purpose of return completed workbook is to report financial information to tax authorities for the purpose of calculating tax liabilities.
Information such as income, expenses, deductions, and credits must be reported on return completed workbook.
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