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My Compliance

Overview​

The My Compliance Page is the main dashboard for managing your tax compliance. It provides a comprehensive overview of all your filings and their current status. The page is divided into sections to help you quickly identify what needs your attention:

  • Outstanding Filings: Filings that are overdue or require immediate action.
  • Processing Filings: Filings that are currently being worked on.
  • Completed Filings: Filings that have been filed in the month

Key Features​

Dashboard View​

The dashboard indicates the status of each filing through color-coding and status indicators:

  • Awaiting Data: Filing periods ready to receive transaction data
  • In Progress: Filings with data being processed
  • Awaiting Client Review: Filings requiring client approval
  • Past Due: Overdue filings requiring immediate attention
  • Filed: Completed filings

Upload Data Button​

For clients with no integration they may need to provide data. Located at the top of the page, this button provides quick access to upload transaction data:

  • Clicking "Upload Data" opens a modal to select the entity jurisdiction
  • Uploads data files (CSV, Excel, or other supported formats)
  • Data is automatically associated with appropriate filing periods
  • Can also link to data sources through accounting software integrations, reach out to your dedicated Tax Associate for further information

Filters​

Use filters to view specific filing categories:

Filing List​

The filing list view allows users to easily determine what is required from them at a glance. If a task is allocated and awaiting your action in app, it will be present under "Action Required". Using the manage button allows you to perform the following from My Compliance.

Workflow from My Compliance​

Option 1: Nil Return Submission​

For periods with no taxable transactions:

  1. Navigate to the specific filing
  2. Select "Submit as Nil Return"
  3. Confirm the submission
  4. System automatically transitions filing to appropriate state (see Filing State Flow Versions)
  5. Task created for filer

Option 2: Data Upload​

For clients with no integration, or for manual adjustments:

  1. Click "Upload Data" button
  2. Select entity jurisdiction (configured in Global Settings - Entity)
  3. Upload transaction files
  4. System sends notification to Tax Associate
  5. Filing state updates to "data received"
  6. Continue to Transaction Wizard

Option 3: Integrated Data Flow​

For clients with configured integrations:

  1. Transaction data flows automatically from integrated business systems (e.g., ERP, e-commerce platforms).
  2. Data is processed through the Tax Engine to calculate applicable taxes and validate compliance.
  3. Transaction information updates automatically as new transactions are created in the source system.
  4. At the end of the reporting period, the client will confirm that all their transactions are ready to be processed for submission
  5. Continue to Transactions Overview for review.

Configuration​