Select the entities, obligations and periods in scope

Open Workflows, choose the tax type and select New workflow, then Create.

Name the workflow, and add a description if it helps the people working on it.

Choose the financial year.

Open Periods and select the periods the workflow covers. For a monthly VAT return, for example, pick the months you need.

Select the obligations. The list is grouped by region and country, and only shows entities that have this obligation. Search for one entity, or select a whole region at once. The obligations you choose appear on the right.

Select Save, then Save and next. Loctax creates the tasks for every obligation and period you selected, and the workflow is saved as a draft.