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- Tax Filing Platform
- Data model
The tables behind Tax Filing Platform
Tax Filing Platform ships with 17 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 17
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Master data
Organizations, tax registrations, Customers, team members and tax accounts provide the identity and classification behind tax work.
Period and declarations
Filing periods scopes Declarations; declaration lines carries the debit, credit and tax-account detail.
Returns and notices
Tax returns has return lines and a customer and organization; tax notices has notice lines, a registration, organization and filing period.
Payment and evidence
Tax payments links to a registration, customer, notice or return. Filing evidence, review decisions and operation receipts retain supporting information and action history.
Every table, by feature
- Entities and registrations4
- Filing periods and declarations4
- Tax returns6
- Notices and assessments5
- Payments and remittance5
- Evidence and control4
- Shared and settings1
- Organizations
Legal entities that register, file and remit tax on the platform.
- Tax registrations
Tax registrations held with federal, state and local authorities, including filing identifiers and remittance details.
Linked to Organizations - Customers
Customers whose taxable transactions drive registrations, exemption coverage and returns.
Linked to Organizations - Team members
People who prepare, review, file and remit tax.
Linked to Organizations
- Filing periods
Filing periods that scope when returns, declarations and notices belong.
- Declarations
Tax declarations prepared and posted, with debits, credits and a balance check.
Linked to Filing periods, Organizations - Declaration lines
Individual declaration lines with debit, credit and the tax account posted.
Linked to Declarations, Tax accounts - Tax accounts
Tax accounts used to classify declared, collected and remitted tax amounts.
- Tax returns
Tax returns prepared and submitted for a filing period, with the tax due, amounts settled and return status.
Linked to Customers, Organizations - Return lines
Individual lines of a tax return, with amounts, units and the tax account each line posts to.
Linked to Tax returns, Tax accounts - Tax accounts
Tax accounts used to classify declared, collected and remitted tax amounts.
- Customers
Customers whose taxable transactions drive registrations, exemption coverage and returns.
Linked to Organizations - Organizations
Legal entities that register, file and remit tax on the platform.
- Operation receipts
Evidence that a filing operation actually ran: who triggered it, when, with what result and where the output lives.
Linked to Team members
- Tax notices
Tax notices and assessments received from an authority, reviewed and scheduled for remittance.
Linked to Tax registrations, Organizations, Filing periods - Notice lines
Individual lines of a tax notice, with amounts and the tax code applied.
Linked to Tax notices, Tax accounts - Tax registrations
Tax registrations held with federal, state and local authorities, including filing identifiers and remittance details.
Linked to Organizations - Review decisions
Approval trail: who approved, rejected or returned a notice, return, payment or declaration, when and under what conditions.
Linked to Team members, Tax notices, Tax returns, Tax payments - Operation receipts
Evidence that a filing operation actually ran: who triggered it, when, with what result and where the output lives.
Linked to Team members
- Tax payments
Tax payments and remittances sent to authorities or received from customers, matched and reconciled to the bank.
Linked to Tax registrations, Customers, Tax notices, Tax returns - Tax notices
Tax notices and assessments received from an authority, reviewed and scheduled for remittance.
Linked to Tax registrations, Organizations, Filing periods - Tax returns
Tax returns prepared and submitted for a filing period, with the tax due, amounts settled and return status.
Linked to Customers, Organizations - Tax registrations
Tax registrations held with federal, state and local authorities, including filing identifiers and remittance details.
Linked to Organizations - Operation receipts
Evidence that a filing operation actually ran: who triggered it, when, with what result and where the output lives.
Linked to Team members
- Filing evidence
Evidence attached to a filing: notices, confirmations and supporting documents.
Linked to Team members - Review decisions
Approval trail: who approved, rejected or returned a notice, return, payment or declaration, when and under what conditions.
Linked to Team members, Tax notices, Tax returns, Tax payments - Operation receipts
Evidence that a filing operation actually ran: who triggered it, when, with what result and where the output lives.
Linked to Team members - Team members
People who prepare, review, file and remit tax.
Linked to Organizations
Keys and references
Use the organization and registration references to identify the obligation before approval or release. A declaration points to a filing period and organization. A notice points to its registration, organization and filing period. A return points to a customer and organization. Payment can reference a notice or return. Review decisions references its reviewer and may reference the related notice, return or payment. Operation receipts identifies its actor and the operation reference.
Migration order
- People and entities. Confirm Users, Organizations and team members, including their ownership and current status.
- Registration and accounts. Add tax registrations, Customers and tax accounts after entity references are stable.
- Period and transactions. Add filing periods, then declarations, notices, returns and their lines.
- Payment and evidence. Bring in tax payments, filing evidence, review decisions and operation receipts with their original references preserved.
Set up Tax Filing Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.