Loctax

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)

Yuliya Chakhovich

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

Filings and tax returns

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