Global Settings - Obligation
Registration Filing Types (Obligations)
The registration filing types allow for the generation of different filing types on Abacus. Obligations must be configured for each entity registration to automatically generate filings.
Creating Filing Types
Navigation: Settings → Entity → Registration Filing Types → Create
Upon navigating to the above, certain users (Filing Team and Team Leads) are able to create obligations. These obligations require certain required details to create the obligations for each entity jurisdiction.
Core Components
Filing Type Selection
- VAT Return: Standard VAT filing
- Simplified VAT Return: Digital services
- EC Sales List: EU sales reporting
- EC Purchase List: EU purchase reporting
- Intrastat: Statistical reporting
- Control Statement: CZ/SK requirement
- Annual Return: Year-end reconciliation
Periodicity Configuration
- Monthly: Every calendar month
- Bi-Monthly: Every two months
- Quarterly: Every three months
- Annual: Once per year
- Custom: Irregular periods
Filing Schedule Setup
| Component | Description | Example |
|---|---|---|
| Ending Months | Which months end periods | (quarterly) |
| Day of Month | Due date day | 10 (10th of month) |
| Months to Add | Months after period end | 1 (next month) |
Date Configuration
Date of Filing Start
- First period start date
- Determines initial filing creation
- Can be mid-period for new registrations
Date of Filing End
- When to stop creating filings
- Used for deregistrations
- Cancels future filings
Filing Generation Rules
Automatic Filing Creation
- System generates filings with due dates up to 1 year ahead
- Displays filings with due dates 3 months ahead
- Creates based on periodicity and schedule
Example: Quarterly VAT Return
Configuration:
- Ending months: 3, 6, 9, 12
- Day of month: 7
- Months to add: 2
- Start date: 01/01/2024
Results in:
- Q1 2024: Jan-Mar, due 07/05/2024
- Q2 2024: Apr-Jun, due 07/08/2024
- Q3 2024: Jul-Sep, due 07/11/2024
- Q4 2024: Oct-Dec, due 07/02/2025
These filings will appear in:
Special Filing Considerations
Custom Obligations
For seasonal or irregular filings:
- Use Custom Obligation Builder
- Set specific start/end dates
- Define custom due date
- Single filing creation
Troubleshooting Guide
Common Setup Issues
Filings Not Generated
- Check registration status
- Verify filing type configuration
- Review date settings
- Confirm entity jurisdiction link
- Check Filing Generation Rules
Wrong Filing Periods
- Check ending months
- Verify periodicity
- Review start date
- Adjust schedule if needed
- View results in Calendar
Missing Filing Types
- Ensure registration exists
- Check filing type creation
- Verify entity jurisdiction
- Contact support if needed
Related Pages
Configuration
- ⚙️ Account Settings - Parent level configuration
- 👥 User Management - Entity-level permissions
- 💳 Transaction Upload - Tax data upload
Operations
- 📁 Filings - View generated filings
- 📊 My Compliance - Monitor obligations
- 📅 Calendar - Track deadlines
- 💳 Transactions - Process entity data