Accounting › Close & Compliance
Registrations & Returns
Where this company is registered, what is due there, and the guided period run that computes it at the lowest jurisdiction that actually levies.
In Accounting → Close & Compliance · 6 screens
WorkspaceSales Tax WizardWork a tax period step by step: gather, resolve every sale to the lowest jurisdiction that levied, explain every untaxed line, reconcile, compute, review, approve, file and pay. A US return computes down to the special district, an Indian one splits by place of supply, and a Saudi one is one rate to one authority — the same engine, a different pack.OpenRecordsTax RegistrationsA registration is the fact that creates the obligation. Without one there is no return to file however much was sold; with one there is a return to file even in a period where nothing was.OpenRecordsFiling CalendarEvery return this company owes, whether or not anybody has started it.OpenRecordsTax PeriodsOne run covers one registration for one period. Every figure on it is computed from the transactions — there is no route that sets a total, because a wizard whose totals can be overtyped is a wizard whose totals mean nothing.OpenRecordsTax FindingsWhat the checks turned up. A blocking finding is one that makes the return wrong rather than untidy, and the run will not approve while one is open.OpenViewBy JurisdictionThe breakdown a return is actually filed from: state, county, city and district each with their own base, their own rate and their own authority. Computed at the bottom and rolled up — never the other way round.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Sales Tax Wizard | Workspace | Work a tax period step by step: gather, resolve every sale to the lowest jurisdiction that levied, explain every untaxed line, reconcile, compute, review, approve, file and pay. A US return computes down to the special district, an Indian one splits by place of supply, and a Saudi one is one rate to one authority — the same engine, a different pack. | 0 | 0 | 0 |
| Tax Registrations | List | A registration is the fact that creates the obligation. Without one there is no return to file however much was sold; with one there is a return to file even in a period where nothing was. | 14 | 25 | 1 |
| Filing Calendar | List | Every return this company owes, whether or not anybody has started it. | 12 | 2 | 0 |
| Tax Periods | List | One run covers one registration for one period. Every figure on it is computed from the transactions — there is no route that sets a total, because a wizard whose totals can be overtyped is a wizard whose totals mean nothing. | 16 | 1 | 4 |
| Tax Findings | List | What the checks turned up. A blocking finding is one that makes the return wrong rather than untidy, and the run will not approve while one is open. | 10 | 2 | 0 |
| By Jurisdiction | Read-only list | The breakdown a return is actually filed from: state, county, city and district each with their own base, their own rate and their own authority. Computed at the bottom and rolled up — never the other way round. | 14 | 0 | 0 |