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- Tax Filing Platform
- Frequently asked questions
Questions, answered
Answers about setting up records, reviewing notices and following payments.
Tax Filing Platform
9 questions
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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 holds 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 holds the reviewer, decision, date and conditions. operation receipts records 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.