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Tax Filing Platform
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Tax Filing Platform · Available now

Keep each filing decision tied to its record.

Tax Filing Platform organizes the records needed to prepare a return, review a notice and track a related payment. Organizations and tax registrations identify the entity and registration.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewDeclarations Unposted
Tax Filing Platform · Declarations

Declarations Unposted

Approval conditions

New declaration
Declarations in view
6
Line debit total
2,130
Draft
6
Entry numberEntry dateFiling periodOrganizationLine debit totalLine credit total
DCL-3018610 OctMarch 2026 sales taxWillow Pier Furnishings470690
DCL-5052812 OctFebruary 2026 sales taxBlue Heron Equipment22040
DCL-9310512 OctFebruary 2026 sales taxStonefield Packaging210770
DCL-5734118 OctApril 2026 sales taxBlue Heron Equipment60680
DCL-4072310 OctQ1 2026 income taxWillow Pier Furnishings300590
6 of 6 records
$125.00 debit differenceDeclarations · DCL-30186
Draft
Entry date10 Oct
Filing periodMarch 2026 sales tax
OrganizationWillow Pier Furnishings
Line debit total470
Line credit total690
Approve noticeDCL-30186 · $125.00 debit difference

Tax Manager decides whether to approve the pending notice.

Waiting for Tax Manager
ApproveReturn
Example screen with sample data
Tables, ready to use
17
Saved views
15
Roles with set permissions
6
Reports and dashboards
8
Features

A clear queue for every filing handoff

Every feature works on the same records. Pick one to see the screen your team works in.

Entities and registrations

Keep the legal entity and registration connected to each notice and remittance.

  • Establish the entity
  • Maintain the registration
  • Trace dependent records
  • Organizations
  • Tax registrations
  • Customers
  • Team members
Explore entities and registrations
OverviewNotices Pending Approval
Tax Filing Platform · Entities and registrations

Notices Pending Approval

Tax notices

New
Notice numberNotice dateDue dateOrganizationTax registrationTotal amount
TN-3818415 Oct24 OctWillow Pier FurnishingsStonefield, state withholding580
TN-9464223 Oct31 OctCopper Meadow ToolsHollow Ridge, federal income tax670
TN-6597421 Oct29 OctCopper Meadow ToolsNorthbrook, Nevada sales tax720
TN-5770902 Nov05 NovStonefield PackagingHollow Ridge, federal income tax40
TN-1407002 Nov05 NovCedar Lantern FoodsNorthbrook, Nevada sales tax410
6 of 6 records
Willow Pier FurnishingsTax notices · TN-38184
Pending Approval
Notice date15 Oct
Due date24 Oct
Tax registrationStonefield, state withholding
Total amount580
Example screen with sample data
Process

Follow a return into remittance

Return and remittance ships ready to use. One step needs a named approval before the work moves on: Approve notice (Tax Manager).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Set filing scope

    Identify the entity, registration and period before preparation.

    $125.00 debit differenceDCL-30186
    Set filing scope

  2. Prepare return

    Check line detail, tax accounts and the return amount.

    $125.00 debit differenceDCL-30186 · Filing Specialist
    Prepare returnBy Filing Specialist

  3. Submit return

    Move a Draft return to Sent through its action and inspect the result.

    $125.00 debit differenceDCL-30186 · Filing Specialist
    Submit returnBy Filing Specialist

  4. Approve notice

    Have the Tax Manager inspect and approve the notice.

    $125.00 debit differenceDCL-30186 · Tax Manager
    Approve noticeBy Tax Manager
    ApprovalTax Manager decides whether to approve the pending notice.

  5. Release payment

    Release a Scheduled payment and retain its operation result.

    $125.00 debit differenceDCL-30186 · Treasury Analyst
    Release paymentBy Treasury Analyst

  6. Reconcile payment

    Match the bank reference and close the payment follow-up.

    $125.00 debit differenceDCL-30186 · Treasury Analyst
    Reconcile paymentBy Treasury Analyst

Start with Return and remittance

Inside a record

Keep authority and bank references close

Open any declaration to see the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Entry date, Filing period, Organization and Line debit total.

  2. 2
    Linked records

    Records linked to this declaration.

  3. 3
    Who works on it

    Tax Accountant, Tax Manager and External Auditor, each with their own permissions.

  4. 4
    Process stages

    Review period exceptions, with the role that acts.

  5. 5
    Approvals

    Approve notice, with who decides.

Declarations Unposted$125.00 debit difference
Tax Filing Platform · Declarations

$125.00 debit difference

March 2026 sales tax · Draft

Log activity
1
Record details
Entry date10 Oct
Filing periodMarch 2026 sales tax
OrganizationWillow Pier Furnishings
Line debit total470
3

Who works on it

  • Tax AccountantManage Declarations, declaration lines, tax accounts
  • Tax ManagerManage tax notices, notice lines, review decisions
  • External AuditorView filing evidence, review decisions, operation receipts, tax…
4

Process stages

  • Review period exceptionsTax Accountant, Tax Manager
5

Approvals

  • Approve noticeTax Manager
    Approved
Example screen with sample data
Approvals

See the notice decision and its owner

OverviewApprovals
Tax Filing Platform · Overview

Approvals

Signed in as Tax Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • DCL-77582$125.00 debit difference
    January 2026 sales taxRequested by Admin
    Manual0dActions
  • DCL-84825$48.20 credit difference
    April 2026 sales taxRequested by Admin
    Accounts Payable1dActions
  • DCL-10007$0.00, balanced
    Q2 2026 income taxRequested by Admin
    Accounts Receivable3dActions
  • DCL-40408$317.90 debit difference
    July 2026 sales taxRequested by Admin
    Payroll4dActions

Who approves what

DecisionApprover
Approve noticeHave the Tax Manager inspect and approve the notice.Tax Manager
Approve tax noticesTax Manager
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Tax Filing Platform to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains access and the master records that establish filing scope.

  • Manage Users, Organizations, filing periods, tax registrations, tax accounts, team members
  • View tax returns, tax notices, tax payments, operation receipts

Roles and permissions

Reports

See the amounts that need attention

Read return balances, notice aging, payment clearance and action results.

Overview
Tax Filing Platform · Overview

Tax Filing Platform dashboard

This quarter

Tax notices in view
6
Total amount
2,660
Approved
3
Scheduled
3

Declarations by status

How far records got this quarter

StageReachedStep
Draft48
Posted2654%
Reversed1765%

Line debit total by status

Sample totals per stage

9.0k0
5.0kDraft
8.0kPosted
9.0kReversed
Example screen with sample data
  1. 01Returns by status

    Group tax returns by Status and Organization to see where return work stands.

  2. 02Return balances due

    Compare total amount, amount received and balance due for each tax returns record.

  3. 03Notice aging

    Read due date, days past due and balance due on tax notices to prioritize follow-up.

  4. 04Payment clearance

    Compare tax payments Status, Amount, payment date and bank reference after release.

  5. 05Declaration balance check

    Compare line debit total, line credit total and out of balance by filing period.

  6. 06Review decision history

    Read Decision, decided at, Reviewer and subject reference for each review decisions record.

  7. 07Operation results

    Group operation receipts by operation type and Result, with occurred at and Actor.

  8. 08Registration coverage

    Group tax registrations by Organization and Status to review filing scope.

All reports and dashboards

Who it's for

Fit the filing desk your team runs

See how Tax Filing Platform fits your kind of team.

Multi-entity tax teams

Keep each entity, registration and filing period visible during shared tax work.

Centralized filing teams

Coordinate return preparation, submission and review from one filing desk.

Treasury remittance teams

Track approved obligations from scheduled payment through bank clearance.

Controls

Keep an action result you can inspect

Each stage of return and remittance names the role that acts and the status it records, so a change is never anonymous.

OverviewReturn and remittance
Tax Filing Platform · Process

Return and remittance

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
4
Tables touched
13
Submit return
Filing Specialist
StatusDraft → Sent
RecordsOperation receipts
Approve noticeApproval
Tax Manager
StatusPending Approval → Approved
RecordsOperation receipts, Review decisions
Release payment
Treasury Analyst
StatusScheduled → Released
RecordsOperation receipts
Return and remittance
  1. Start
    Submit returnDraft → Sent
    Operation receipts
  2. Approval
    Review noticeTax Manager
    Notice lines
  3. Approval
    Approve noticePending Approval → Approved
    Operation receipts
  4. Step
    Release paymentScheduled → Released
    Operation receipts
  5. Step
    Reconcile paymentReleased → Reconciled
    Treasury Analyst
Example screen with sample data

See each stage in detail

AI agent

Ask Proto about the next case

Ask Proto to help inspect filing work while people keep decision authority.

It can

  • Filing Specialist: Show Draft returns due soon with their filing reference, organization and amount.
  • Tax Manager: Summarize notices Pending Approval with due date, registration and balance due.
  • Treasury Analyst: Show Released payments awaiting clearance with bank references and linked obligations.
  • Tax Accountant: Find Draft declarations with mismatched debit and credit totals in an open period.

Stays with a person

  • A person must decide whether a notice should be approved and whether a payment should be released.
  • Review the source lines, linked registration and supporting evidence before asking for an action.
  • Check the operation result after submission, approval or release.
  • Proto can organize and explain the work; the team remains accountable for the filing amounts and decisions.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Tax Filing Platform
  • Authority portal
  • Bank
  • Document store
  • Source finance system
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 17 tables
17tables
  • Entities and registrations4
  • Filing periods and declarations4
  • Tax returns6
  • Notices and assessments5
  • Payments and remittance5
  • Evidence and control4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Choose the scope

    Identify an organization, tax registration, customer and open filing period for the first cycle.

  2. Prepare the records

    Confirm tax accounts, return and notice lines, declaration balances and the people responsible for each decision.

  3. Rehearse actions

    Submit a draft return, approve a pending notice and release a scheduled payment, checking each operation result.

  4. Check evidence

    Connect supporting files, decision history and bank references to the correct case.

  5. Review exceptions

    Use Filing Close & Reconciliation to find unposted or unbalanced declarations and payment failures before the cycle ends.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Tax Filing Platform.

All questions
How do I get started?

Click Get started, then use Proto to configure Tax Filing Platform for your business. Begin with one organization, registration and filing period, and rehearse a return, notice and payment.

How are filing periods used?

filing periods hold the named period and start and end dates. declarations and notices can link to that period so the team can review its work together.

What happens when I submit a return?

The native action checks a Draft return, records a Return Submission operation receipt and changes the return to Sent.

Who approves a notice?

The Tax Manager reviews the notice and its lines. The approval action records a review decision and an operation receipt and changes a pending notice to Approved.

How does a payment get released?

Treasury checks a Scheduled payment and uses the native release action. The action records its operation result before changing the payment to Released.

Where do I see payments awaiting clearance?

Payments Awaiting Clearance lists Released payments for follow-up. The payment record holds its bank reference and reconciliation status.

Where are supporting documents kept?

filing evidence can hold file links, kind and uploader information against a parent record. Agree a stable document store during setup.

Can I review a filing decision later?

review decisions hold the reviewer, decision, date and conditions. operation receipts record who ran a supported action and its result.

What can the close screen show?

Filing Close & Reconciliation shows period status and declaration or payment exceptions, with a path to the source record.

Set up Tax Filing Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

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