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Mark an obligation period as not applicable

Learn how to mark an obligation period as not applicable, for example when no return is due.

Written by Yuliya Chakhovich

Steps

  1. Open the entity, then open the obligation and find the period in the periods table.

  2. Select Edit period on its row.

  3. Next to Compliance status, turn on Override, choose Not applicable and add the reason.

  4. Save.

Loctax then removes all the tasks linked to that period, so nobody works on a filing that isn't needed, and the period is no longer due.

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