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- Tax Filing Platform
- Who it's for
- Multi-entity tax teams
Multi-entity tax teams
A tax team working across several legal entities needs to know which entity owns each registration, return, notice and remittance. organizations carries the legal names and country, while tax registrations connects an authority registration to its organization. The tax manager can review a notice with its entity in view before a payment is scheduled.
How Tax Filing Platform is set up for you
Entity ownership
Give each active organization a named tax contact and review its registrations before the first filing period begins.
Shared review
Use Notices Pending Approval to bring a notice to the manager with its registration, amount and due date.
Remittance follow-through
Link a scheduled payment to the notice or return so Treasury can verify the obligation before release.
A tax team working across several legal entities needs to know which entity owns each registration, return, notice and remittance. organizations carries the legal names and country, while tax registrations connects an authority registration to its organization. The tax manager can review a notice with its entity in view before a payment is scheduled.
Start with one organization that has an active registration and an open filing period. Prepare a return and record the lines that explain its total. Submit the draft through the native action, then inspect the operation result. Add a notice for the same entity, ask the manager to review it, and preserve the decision. Treasury can use that accepted case to establish how it checks payee context and bank references.
A second entity makes a useful exception case. Give it a different registration and ask the team to identify a notice linked to the wrong entity. The correction should happen before approval. This exercise helps the manager and Treasury agree where a handoff stops and who fixes the source reference.
Have Admin verify that the organization on the notice matches the organization on its registration before the manager takes the approval action.
Features to start with
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.
Tax returns
Prepare return amounts and preserve the result of each submission action.
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.
- Treasury Analyst
- Schedules and releases remittances, then records bank references and reconciliation.
- 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.