Tax Periods
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.
Where to find it
Address in the console: /crm/tax-wizard-runs
List · 16 columns · 1 field on its form · 4 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Run | Code | run_no |
| Period | Code | period_code |
| Registration | Text | registration_name |
| Country | Status | country |
| Tax | Status | tax_family |
| Status | Status | status |
| Done | Number | pct_complete |
| Taxable | Amount | taxable_sales |
| Tax due | Amount | tax_due |
| Credit | Amount | input_credit |
| Net payable | Amount | net_payable |
| Jurisdictions | Number | jurisdiction_count |
| Findings | Number | open_findings |
| Blocking | Number | blocking_findings |
| Due | Date | return_due_date |
| Late | Yes or no | is_late |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Notes | Long text |
What you can do here
Approve it primary
Approve this return
File it
Record that it has been filed
Asks for: Acknowledgement reference
Record the payment
Asks for: Payment reference
Reopen it
Reopen a filed period
Asks for confirmation: A return that changes after it was filed is an amendment, and amendments are looked at. Reopen it?
Asks for: Why*
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.