Loctax

Yuliya Chakhovich

Learn how to find and shape reports, and follow filings, payments, workload and workflow progress across your group.

Reporting and dashboards

Learn how reports are organized in Loctax and how to find the one you need.

Find the report you need in Reports

Learn how to filter, group, sort and choose the columns of a report, and export the result.

Filter, group, sort and choose the columns of a report, and export it

Find the report you need, shape it and export it.

Reports

Learn how to follow the filing status of the whole group in the Compliance dashboard and shape its table.

Follow the filing status of the group in the Compliance dashboard

Learn how to follow tax payments across the group in the Compliance dashboard.

Follow tax payments in the Compliance dashboard

Learn how to check the status of one filing for a specific entity and period and find its evidence.

Check one filing's status and find its evidence

Learn how to see your team's workload and progress with Task insights.

See your team's workload and progress with Task insights

Learn how to follow a running workflow's progress, from its overall status to every task.

Follow the progress of a running workflow

Learn how to compare an obligation's figures period by period and year over year with Trend analysis.

Compare an obligation's figures over the years with Trend analysis

Follow filings, payments, workload, workflow progress and trends.

Dashboards and insights

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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.

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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.

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

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

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

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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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