Worksheets
The totals behind a return.
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
Worksheets total your VAT or GST by tax code from posted documents, and payroll remittances by statutory bucket (PAYE, social security, health and levies, employee and employer side) from confirmed payslips, for a month or a quarter, with CSV export. They are worksheets for preparing a return, not upload files for the authority. The VAT worksheet needs access to accounting reports and the payroll worksheet needs access to payslips.
When to use worksheets
- You prepare a return.
Step by step
In the Revenue Compliance module open Filings in the green navigation bar, then choose Worksheets under Revenue Compliance.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: Tax code, Rate, Value before tax (USD), Tax (USD), Documents.
- Actions on the screen: VAT / GST, Payroll remittance, Month, Quarter, Download CSV.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- compliance.overview.read