Learn how to get started with Loctax, navigate the platform, find your work, and manage your account settings.
Learn how to open, complete and submit your tasks, work with approvals, record filings and keep your work moving.
Learn how to add and maintain your legal entities, their master, ownership and legal data, documents and labels.
Learn how obligations, periods and workflows fit together, and how to add, review and correct your tax obligations.
Learn how to set up workflows, define tasks and deadlines, manage assignments and prepare the next reporting cycle.
Learn how to invite users, choose roles, manage access and help colleagues who can't see or reach what they need.
Learn how to find and shape reports, and follow filings, payments, workload and workflow progress across your group.
Learn how to ask the AI assistant tax questions, check its answers, and use libraries, tabular reviews, playbooks and MCP connections.
Learn how to fill in the Loctax data onboarding template, tab by tab, and what to check before you send it back.