In the second step of a new workflow, Define tasks, each card is a task. When the workflow starts, it's created for every obligation and period in scope.
Start from the skeleton, or your own process
For VAT and corporate tax, Loctax offers a skeleton set of tasks, such as obtaining the financial information, preparing and reviewing the draft return, and submitting the final return. Keep the tasks, change them or replace them with your own. We recommend focusing on the key milestones: preparation, review, approval and filing, or simply on collecting the outcome, such as the filed return.
Set up a task
Select a task to open it, and give it a clear name and description.
Under Request data, select Add datapoint to choose what the assignee must provide, such as a supporting document.
Turn on Approvals if the step needs a sign-off.
Under Task due, set the deadline relative to the filing due date of its period, for example two weeks before. Because the dates are relative, every task moves with its period.
Under Reminders, choose when the assignee is reminded.
The task settings also hold an assignee. Because one task is created for many entities at once, you'll usually assign people later, when you review the draft.
Organize the tasks
Select Add task to add a step.
Use the menu on a task to move, duplicate or delete it.
Keep Tasks must be completed in order turned on, so each step opens when the one before it is done.