📄️ Introduction
Overview
📄️ Upload
This page allows a user to ingest multiple flat files and multiple sheets at the same time.
📄️ Review Files
This page provides oversight and to see if the data provided is entirely in the system. Key things to confirm are the number of rows, that all rows are linked to filings, and that the pivoted amounts are in line with expectations.
📄️ Date Overview
This page is to evaluate the month transactions are linked to and hence the filings impacted by the transactions. It also provides an overview of the errors and warnings present. From this page, the user can perform bulk actions per month, including deletion, changing the reporting period, and viewing underlying transactions.
📄️ Resolve Errors
This page allows users to resolve errors and warnings present in the data, if any. Errors and warnings can be resolved individually or using the bulk actions on this screen. This page reflects the My taxLedger page in terms of its functionality.
📄️ Review & Submit
This page allows a user to check that all their data is accurate and error-free once they have been through the wizard. It gives you a preview of which filings will be impacted and what draft returns would look like if you submit to the Ledger.