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Which Filings Apply

Choose which filings your company makes.

Early access. Revenue Compliance can be installed from the App Store, but it is still being proven in real use, so this screen may change.

Overview

Here you switch filings off if they do not apply to your company and choose a frequency where the authority allows more than one, such as monthly or quarterly. The calendar follows these choices.

Which Filings Apply in the Revenue Compliance module.

When to use which filings apply

  • A filing does not apply, or you file quarterly.

Step by step

In the Revenue Compliance module open Filings in the green navigation bar, then choose Which Filings Apply under Revenue Compliance.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

  • The screen says: “Switch off filings that do not apply (for example VAT when you are not VAT-registered) and pick the filing frequency your tax authority assigned you.”
  • Columns: Applies, Filing, Frequency, Date reliability.
  • Actions on the screen: Save.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

  • compliance.filing.update