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Fill in a task: enter the requested information and upload supporting documents

Learn how to fill in a task, enter the information it asks for and upload the supporting documents.

Written by Yuliya Chakhovich

Steps

  1. Open the task from Tasks, under Assigned to me, or straight from a notification: select the link in the email and the task opens in Loctax.

  2. Complete the form. It shows one field per piece of information, such as an amount, a choice from a list, a note or a document. Fields marked Required must be completed before you can submit.

  3. Type amounts in the currency shown. Loctax compares the amount with the previous period and shows the change next to the field. The amount in the group currency is calculated for you.

  4. Choose the status from the list, and add a note if the reviewer needs context.

  5. To add a supporting document, select Add document, give the document a name and choose the file. It's saved with the entity's obligation and period, together with the data you entered.

Good to know

  • Optional fields don't block you, but filling them in enriches your data in Loctax, for reporting and for the next period.

  • If a field is already filled in, from an earlier task or from the entity's data, check it and correct it if needed.

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