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- Tax Filing Platform
- Who it's for
- Centralized filing teams
Centralized filing teams
A centralized team can prepare returns for several customers and organizations while keeping the source amount, filing reference and due date on each record. return lines retains the line detail and tax-account relationship. A filing specialist uses the submission action on a Draft return; the operation receipt lets the next person check when the action ran and its result.
How Tax Filing Platform is set up for you
Preparation
Tax Accountant checks classification and line totals before a Filing Specialist submits the return.
Submission
AR Invoice Register shows the filing reference and status together for the working queue.
Follow-up
Returns Overdue keeps marked overdue returns visible to the manager and specialist.
A centralized team can prepare returns for several customers and organizations while keeping the source amount, filing reference and due date on each record. return lines retains the line detail and tax-account relationship. A filing specialist uses the submission action on a Draft return; the operation receipt lets the next person check when the action ran and its result.
Choose one customer and one organization for a pilot return. Enter line descriptions, quantities, prices and tax-account references that the team can explain. Compare the line subtotal with the return amount before changing status. The specialist can then run submission and inspect the receipt. The manager should reopen the record and verify that the filing reference, status and supporting evidence tell the same story.
Rehearse a second return with an incorrect line amount. Ask the preparer to fix it while Draft and have the manager identify which comparison revealed the issue. Agree where authority acknowledgments and related documents will be stored. Keep that operating rule with the team’s first accepted case so later filing cycles follow the same handoff.
The Filing Specialist should also explain how a failed submission result is investigated before anyone treats the return as sent to the next person. Keep that answer with the operating instructions for the filing desk.
Features to start with
Tax returns
Prepare return amounts and preserve the result of each submission action.
Entities and registrations
Keep the legal entity and registration connected to each notice and remittance.
Filing periods and declarations
Keep declaration entries within the right period and expose balance exceptions before close.
Roles on the team
- Admin
- Maintains access and the master records that establish filing scope.
- Filing Specialist
- Prepares returns and records submission results for the filing cycle.
- Tax Accountant
- Checks declarations, return amounts and tax-account classification.
- Tax Manager
- Decides notice approval and reviews filing exceptions.
- External Auditor
- Reads the evidence and recorded decisions behind a filing.
Set up Tax Filing Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.