Filings

This guide walks through each screen in the Filings menu of the Revenue Compliance module: Filing Calendar, Worksheets, Which Filings Apply.

Filing Calendar

Where to find itRevenue Compliance → Filings → Revenue Compliance → Filing Calendar

1
Open Filing Calendar
In the Revenue Compliance module, open Filings in the green navigation bar, then choose Filing Calendar under Revenue Compliance.
2
Review the list
The list shows these columns: Due, Filing, For period, Status, Date reliability. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: 3 months, 6 months, 12 months, Record filing.

Where to find itRevenue Compliance → Filings → Revenue Compliance → Worksheets

1
Open Worksheets
In the Revenue Compliance module, open Filings in the green navigation bar, then choose Worksheets under Revenue Compliance.
2
Review the list
The list shows these columns: Tax code, Rate, Value before tax (USD), Tax (USD), Documents. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: VAT / GST, Payroll remittance, Month, Quarter, Download CSV.

Where to find itRevenue Compliance → Filings → Revenue Compliance → Which Filings Apply

1
Open Which Filings Apply
In the Revenue Compliance module, open Filings in the green navigation bar, then choose Which Filings Apply under Revenue Compliance.
2
Review the list
The list shows these columns: Applies, Filing, Frequency, Date reliability. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Save.