ONE SPOT Local Return Legend

q_blue_sm.jpg How Do I...

File a ONE SPOT Local return?

View the details of an existing return?

View the status of a return?

Work with stored returns?

Change an existing Local return?

q_blue_sm.jpg Instructional Videos

Signing Up for MAT

Navigating in MAT

Managing MAT Logons

Changing Your Profile and Password

Adding Third Party Access

Working with Tax Accounts

Filing and Amending Returns

Making Payments

Managing Payment Sources

A. This is a filter box which you can type in to manually filter the return table to only display records containing specific text. For example, if you only want to see records that contain the word "Montgomery", just type the word and press Enter. To clear the filter and display all records, simply delete the text from this box and press Enter. It is advised that you use the Filter to decrease the possibility of a duplication error. If you have a large number of localities in your return table, search to find the locality to update so that you do not add a duplicate locality with the same tax type, rate type and City/County Tax Acct #.

B. The return table is set to display records in groups of four at a time. This area shows you which group of records you are looking at, and how many total records currently exist in the table.

C. If you have more than four records in the return table, these page numbers will appear to help you navigate through them in groups of four at a time. Simply click the page number you want to view. Also, a red asterisk will appear over each page that contains at least one record with either an incomplete required field or other error.

D. Click the "Show Errors" link to filter the table and only display records that contain errors. After this is clicked, it will change to "Show All", and you can click it to toggle back to display all records in the table.

E. A check mark in the "Non-State Administered" box indicates that the locality being filed for is not administered by the Alabama Department of Revenue. This is calculated once you fill out values in the Locality, Tax Type, and Rate Type fields. It is purely informational.

F. Click into this field to select the locality you're filing for by name. Simply begin typing the locality's name for a quick filter of the names in the dropdown list. This should be the first field you enter into when creating a new record in the return table.

G. This is the four-digit code that represents the chosen locality. It is calculated once you have selected something in the Locality drop-down box.

H. Click this required field to select the type of tax you're filing for the selected locality. It will display only valid taxes for the selected locality.

I. Click this required field to select the tax rate you're filing for. It will display only valid rate types for the selected locality and tax type.

J. Checking this box does two things:

  1. Prevents the selected Locality, Tax Type, and Rate Type from being automatically brought over to your next month’s/quarter’s return.
    Only check this box if you rarely do business in that locality and are not required to file that locality each month and do not wish it to be pre-populated on your return every month/quarter.

  2. For a Non-State Administered locality it also populates the “Jurisdiction Account” field with a message of “One-Time Filing”.
    Only check this box if you either are not registered with the selected self-administered locality or you are registered but rarely do business in that locality and do not wish it to be pre-populated on your return every month/quarter. The “One-Time Filing” message that gets created when you check the box is editable, so if you are registered with the locality, you can delete it and enter your jurisdiction account number.

K. (Non-state administered localities only) Enter the tax ID assigned by the City/County or their tax administrator. This is required if the locality is non-state administered so they can match your MAT filed return to your account in their internal revenue system.

L. Enter the gross amount of sales for the selected locality, tax type, and rate type.

M. Enter any deductions for the selected locality, tax type, and rate type.

N. This represents the taxable amount of your gross sales. It is automatically calculated as Gross Sales - Deductions = Taxable Amount.

O. This represents the tax rate percentage for the selected locality, tax type, and rate type. This is automatically populated once the Tax Type and Rate Type are selected.

P. This represents the amount of gross tax for the selected locality, tax type, and rate type. It is calculated as Taxable Amount x Tax Rate = Gross Tax. Discount or penalties, and interest will be displayed on a later page/table.

Q. Click this link to create a new record in the table as a copy of the selected record. It will copy everything except Rate Type, One-Time Filing, and Jurisdiction Account. Once the record has been copied, you can make any necessary changes to the new record.

R. Click this link to delete the selected record from the table.

S. Fields highlighted in red indicate an error. Mouse over the field or click to select the field to see what the error is.

T. White fields indicate they can be edited or they are optional.

U. Empty white fields with a yellow mark in the top left corner indicate they are required.

V. Gray fields indicate non-editable fields and/or calculated fields.

W. To enter a new record to the table, you should begin by selecting a value from the Locality Name field. Regardless of how many records exist in the table or what group you're currently viewing, you can always do this by entering into the empty column on the far right of the table.