Returns by status List
Group tax returns by Status and Organization to see where return work stands.
- Tax Filing Platform
- Reports and questions
Reports for the questions your team asks
Read return balances, notice aging, payment clearance and action results.
Overview×
Tax Filing Platform · Overview
Tax Filing Platform dashboard
This quarter
Tax notices in view
6Total total amount
2,660Approved
3Scheduled
3Declarations by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 48 | ||
| Posted | 26 | 54% | |
| Reversed | 17 | 65% |
Line debit total by status
Sample totals per stage
More reports
Return balances due List
Compare total amount, amount received and balance due for each tax returns record.
Notice aging List
Read due date, days past due and balance due on tax notices to prioritize follow-up.
Payment clearance List
Compare tax payments Status, Amount, payment date and bank reference after release.
Declaration balance check List
Compare line debit total, line credit total and out of balance by filing period.
Review decision history List
Read Decision, decided at, Reviewer and subject reference for each review decisions record.
Operation results List
Group operation receipts by operation type and Result, with occurred at and Actor.
Registration coverage Grouped
Group tax registrations by Organization and Status to review filing scope.
Set up Tax Filing Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.