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  1. Tax Filing Platform
  2. Process
  3. Return and remittance
Process · Return and remittance

Return and remittance

Start with an organization and prepared return. Filing Specialist checks the lines and due date, then uses the native action to move Draft to Sent with an operation receipt. A notice may arrive for the same filing work and requires Tax Manager approval before Treasury uses it as a payment obligation. Treasury releases a Scheduled payment through its own action and follows bank clearance separately.

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Step by step

  1. Set filing scope Admin

    Admin confirms the organization and registration. Filing Specialist checks the relevant dates.

    • The filing case has a clear entity.
    • Updates Organizations, Tax registrations, Filing periods

  2. Prepare return Filing Specialist

    Filing Specialist checks the return lines, tax accounts, total and due date.

    • Draft amount is ready for submission.
    • Updates Tax returns, Return lines, Tax accounts

  3. Submit return Filing Specialist

    Filing Specialist invokes Return Submission Action on Draft and inspects the receipt after the move to Sent.

    • Draft becomes Sent with a result.
    • Updates Tax returns, Operation receipts

  4. Approve notice Tax Manager

    If a related notice arrives, Tax Manager checks its lines and registration and uses Notice Approval Action on Pending Approval.

    • Pending Approval becomes Approved with a decision and receipt.
    • Updates Tax notices, Notice lines, Review decisions, Operation receipts
    ApprovalA person approves before the work moves on.

  5. Release payment Treasury Analyst

    Treasury Analyst checks the linked return or approved notice and invokes Payment Release Action on Scheduled.

    • Scheduled becomes Released after the receipt.
    • Updates Tax payments, Operation receipts

  6. Reconcile payment Treasury Analyst

    Treasury Analyst checks bank clearance and reference before marking Reconciled.

    • The payment status reflects the checked result.
    • Updates Tax payments

Who does what

Roles and permissions
Admin
Establishes entity scope.
Filing Specialist
Prepares and submits the return.
Tax Manager
Approves a related notice.
Treasury Analyst
Releases and reconciles the payment.

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