Loctax

Learn how to find a legal entity in Loctax and take a quick tour of its overview and the pages behind it, from master data to legal data.

Find a legal entity and view its master data

Learn how to find a workflow, an obligation or a document in Loctax using each list and its search box.

Find a workflow, obligation or document

Learn how to use quick views and filters in Tasks to find work by entity, country, tax type and deadline.

Filter your work by entity, country, tax type and deadline

Learn how to find your way around the organization chart, from zooming and filtering to right-click and display options.

Navigate the organization chart: move around, filter, right-click and display options

Learn how to read task, filing and payment deadlines in the calendar and choose which ones you see.

Understand deadlines in the calendar

Yuliya Chakhovich

Find entities, workflows, obligations, documents and deadlines in Loctax.

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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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