Loctax

Yuliya Chakhovich

Learn how to open, complete and submit your tasks, work with approvals, record filings and keep your work moving.

Completing day-to-day tasks

Learn how to open a task assigned to you and understand what it asks you to do.

Open an assigned task and understand what is required

Learn how to fill in a task, enter the information it asks for and upload the supporting documents.

Fill in a task: enter the requested information and upload supporting documents

Learn how to use a task's activity feed to see its full history and work with colleagues through comments.

Use the activity feed: audit trail, comments, replies and reactions

Open the tasks assigned to you, fill them in and follow their history.

Working on a task

Learn how to submit a task for approval, choose the approver and follow the approval status.

Submit a task for approval and check its status

Learn how to review a task submitted to you and either approve it or request changes.

Review a submission: approve it or request changes

Learn how to correct a task that was sent back to you with requested changes and submit it again.

Correct a submission and resubmit it

Learn how to reopen a completed task or cancel a request for approval, and when each is possible.

Reopen a completed task and cancel a request for approval (and when you can)

Submit tasks for approval, review submissions and handle requested changes.

Approvals

Learn how to record a tax filing so the period's compliance status in Loctax stays up to date.

How to record a tax filing in Loctax

Learn how to import tax returns, check the data Loctax read from them and save it to the entity.

Import a tax return and review the extracted 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.

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

Record tax filings and import tax returns so Loctax reads the data for you.

Filings and tax returns

Learn how to find overdue or blocked tasks, follow them up and reassign them when needed.

Find overdue or blocked work, follow it up, and reassign it

Learn how to set your out of office and name a deputy who covers your work while you're away.

Set out of office and name a deputy

Follow up on overdue or blocked work and arrange cover while you're away.

Keeping work on track

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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