Loctax

Yuliya Chakhovich

Learn how obligations, periods and workflows fit together, and how to add, review and correct your tax obligations.

Managing tax obligations

Learn how an obligation, its periods and a workflow fit together in Loctax.

Understand the relationship between an obligation, a period and a workflow

Learn how to add a tax obligation to an entity and set up its periods, deadlines, payments and registration.

Add a tax obligation to an entity and set it up

Learn how to add a consolidated tax obligation for entities that file one return together, such as a VAT group.

Add a consolidated tax obligation (tax group)

Learn how to set up an annual return on top of periodic returns for the same tax.

Set up an annual return on top of periodic ones

Understand how obligations work and set them up, including tax groups and annual returns.

Setting up obligations

Learn how to review an obligation that's already set up and update its calendar, deadlines, payments or a single period.

Review and update a configured obligation

Learn what to do when an obligation no longer applies to an entity, without losing its history.

Handle an obligation that no longer applies

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

Mark an obligation period as not applicable

Learn how to investigate a reporting period or deadline that doesn't look right, starting from the obligation settings.

Investigate an unexpected reporting period or deadline

Update obligations and periods, and investigate deadlines that look wrong.

Keeping obligations right

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