Loctax

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

Yuliya Chakhovich

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

Keeping obligations right

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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.

Prototype article-aware answer

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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