1. The obligation
It always starts with the obligation: a recurring requirement for one entity, such as VAT in Belgium. It's created on the entity, and you find it under Obligations on the entity page. Its filing periodicity sets how often a return is filed and when each one is due, for example monthly, with the return due 20 days after the end of each period.
2. The periods
From these settings, Loctax creates the periods. Each period has its own dates and compliance status.
3. The workflow
A workflow organizes the work for those periods. When you create one in Workflows, you choose the financial year, the periods it covers and the obligations. The list only shows entities that have the obligation, so tasks can only be generated for obligations that exist on the entity. When the workflow starts, each task is linked to an obligation and a period, so you can track the progress of every filing.
In short
Create the obligation on the entity first.
Its periods follow from the periodicity.
A workflow generates the tasks for the obligations and periods you select.