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Import a tax return in a workflow task and check the data (IDP)

Learn how to let Loctax read a tax return while you work on a workflow task and check the data before it's used.

Written by Yuliya Chakhovich

Steps

  1. Open the task, such as Submit final VAT return. It asks you to fill in, or check, the data for its entity, obligation and period.

  2. Select Import from document and choose the return. Loctax reads it and lists the data it extracted, each value with a tick box.

  3. Compare each value with the return. Keep the values that match, and untick any value that's wrong, so your own data stays. For example, a filing date from 2025 can't be right for a 2027 period.

  4. Select Accept and fill in the data. The ticked values are filled in to the task's fields.

  5. Check them once more, correct anything that's off, and complete the task as usual.

Tasks for other supported returns, such as corporate tax returns, work the same way.

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