These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Tax Filing Platform
- Get started
Get Tax Filing Platform running in four steps.
Set up a focused first filing cycle and check each decision.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Tax Filing Platform. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Tax Filing Platform in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and use Proto to configure Tax Filing Platform. Name the people who will prepare returns, approve notices and release payments, then give each the records needed for that work.
Prepare the first operating cycle
Choose one organization, an active registration and an open filing period. Add the tax accounts and a representative return with lines that the filing specialist can explain. Bring one notice and one scheduled payment into the same rehearsal. Agree where supporting documents, authority references and bank references will be kept.
Review before release
Submit the Draft return, approve the pending notice and release the Scheduled payment through their native actions. Check the operation receipt after each action. Have the tax manager review the notice decision and Treasury confirm the payment link and bank follow-up. Use implementation to prepare the broader team and roles to check access.
Set up Tax Filing Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.