Docs

Tax obligations and payment status

Tax obligations are created from the reporting periods and due dates in the active tax profile. Each row can record when a return was filed and when tax was paid without changing the original estimate.

DocumentationDocsGuideTaxTax ObligationsDue DatesTax Payments

Status, period, due date, and estimate

Each row shows its status, reporting period, due date, tax estimate, and tax profile. Open the calculation from the row to check the amount and date.

Filing and payment facts

After filing, you can record the filing date, final tax amount, and payment date. A linked transaction records the payment in the selected wallet and transaction history.

Skipped obligation reason

Mark an obligation as skipped only when it does not apply to that period. The row remains in history with the reason you entered.