CRM › Compliance
Tax
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 CRM → Compliance · 6 screens
| 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 |