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Mastering Loctax
Mastering Loctax
Everything you need to know to master Loctax!
By Bart and 1 other
2 authors
30 articles
Intelligent Document Processing (IDP)
Entity management
An easy way to view, create & manage entities
'All Entities' tab in Loctax
Data Quality & Completeness in Loctax
Legal Org. Chart: a deep dive
Entities in Loctax | Interconnectedness of data
Transfer Pricing in Loctax
Loctax's IBFD Integration
Leveraging the 'Documents' library
'Group info' in Loctax
Tasks and notes
Tasks 101 | Learn the power of tasks in Loctax
How can I create and share notes in Loctax?
Controversy & Project management
Controversy Management
FX conversion for Audits
How do I centralise my projects in Loctax?
User management and Roles & Permissions
Inviting a new user to Loctax
A guide to roles and permissions
Compliance
Compliance Dashboards: Maintaining Control
Compliance preparation tips
Tax consolidations/groups in Loctax
Risk Management
The basics - risks
Creating and managing a risk
Risk dashboards
How to use findings & assessments
Sync your risks and audits
Workflows
Setting up your Workflow step-by-step
Change your ongoing Workflow
How to roll forward workflows
Tax Calendar
How to use my Loctax calendar
DAC6
DAC6 | A how to guide