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Find a workflow, obligation or document

Learn how to find a workflow, an obligation or a document in Loctax using each list and its search box.

Written by Yuliya Chakhovich

Workflows, obligations and documents each have their own list, with a search box at the top.

Find a workflow

  1. Open Workflows. Workflows are grouped by type.

  2. Search for the type you need, such as VAT, and select View workflows.

  3. You see every workflow of that type, with its year and who last updated it.

Find an obligation

  1. Open Obligations.

  2. Type part of the obligation name. Each result shows the location, the entity and the status.

Find a document

  1. Open Documents and search by document or file name.

  2. Results are grouped by entity. Expand an entity to see its matching documents.

  3. To group them differently, select Group and choose year or document type.

  4. To narrow the list down, select Add filter and filter on, for example, the document type, year, label or expiry date.

You also find each entity's documents on its own pages, such as Master and financial data, Legal data and its obligations, next to the data they support. You only see items for the entities you have access to.

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