Navigating Abacus
Entity-Jurisdiction Selector
Located at the top of every page, this is your primary navigation filter:
How it works:
- All Entities: View everything you have access to
- Specific Entity: Filter to one legal entity
- Specific Jurisdiction: Narrow to one country
- All pages respect this selection
- Changes persist as you navigate between pages
Main Navigation Menu
The left sidebar provides access to all major sections:
| Icon | Section | Description |
|---|---|---|
| 📊 | My Compliance | Your dashboard and action center |
| 📅 | Calendar | Visual deadline management |
| 📄 | Documents | Document repository |
| 📁 | Filings | Detailed filing management |
| 💳 | Transactions | Data upload and processing |
| ➕ | Transactions Integration | Integration specific data processing |
| 👥 | Customers | Client and customer management |
| 🛡️ | Exemptions | Exemption management |
| ⚙️ | Global Settings | Configuration and users |
Page Overview and Navigation Flow
1. My Compliance - Your Starting Point
Purpose: Central dashboard showing what needs your attention
Key Elements:
- Status Overview: Color-coded filing statuses
- Upload Data Button: Quick access to transaction upload
- Filing Filters: View by deadline, status, entity
- Action Items: What you need to do today
Navigation From Here:
- Click any filing → Opens Filing Modal
- Upload Data → Transaction Wizard
- View Calendar → Calendar page
📖 Detailed My Compliance Documentation
2. Calendar - Deadline Visualization
Purpose: See all filing deadlines at a glance
Views Available:
- Month View: Full month overview
- Week View: Detailed weekly planning
- List View: Sequential deadline list
Navigation From Here:
- Click any filing → Filing Modal with details
- Return to My Compliance → Dashboard
📖 Detailed Calendar Documentation
3. Documents - Central Repository
Purpose: Access all compliance-related documents
Organization:
- Filtered by entity/jurisdiction (using selector)
- Grouped by document type
- Searchable by period or keyword
Navigation From Here:
- Click document → Download/view
- Related Filing link → Filing Modal
📖 Detailed Documents Documentation
4. Filings - Detailed Management
Purpose: Comprehensive filing management and tracking
List View Features:
- Filters: 30 Days, Past Due, Upcoming, In Progress, Filed
- Bulk Actions: Select multiple filings
- Upload Button: Direct to Transaction Wizard
Filing Modal (opens when clicking a filing):
- Tabs: Info, Transactions, Draft Return, Payment, Documents
- Actions: Approve, Send for Review, Mark Filed
- Tasks: Shows required actions for the filing
Navigation From Modal:
- View Underlying Transactions → Transaction Integration
- Upload Data → Transaction Wizard
- Documents Tab → Document viewer
📖 Detailed Filings Documentation
5. Transactions - Data Processing Hub
Purpose: Upload and process tax transaction data
Two Main Areas:
Transaction Wizard (Step-by-step data processing):
- Upload → Select files and mappings
- Date Overview → Verify period assignments
- Review Files → Check completeness
- Resolve Errors → Fix validation issues
- Review & Submit → Commit to ledger
Transaction Integration (After wizard completion):
- View all processed transactions
- Filter by period, type, status
- Export for analysis
Navigation Flow:
- Complete Wizard → Returns to Filings
- View Impacted Filings → Filing List
📖 Detailed Transactions Documentation
6. Transactions Integration - Automated Data Processing
Purpose: Central hub for viewing and managing all transactions flowing into Abacus from integrated source systems.
Key Elements:
- View all transactions for selected entity/jurisdiction
- Search by invoice number or customer name
- Filter by date range, jurisdiction, transaction type, and more
- Export transaction data for reporting
- Track transaction sources and integration origins
Navigation From Here:
- Main navigation menu → Transactions
📖 Detailed Transactions Integration Documentation
7. Customers - Client and Customer Management
Purpose: Comprehensive customer management, displaying all customers associated with a specific entity and jurisdiction.
Key Elements:
- View and search all customers for selected entity/jurisdiction
- Create customers manually (for non-integration clients)
- Manage customer types and classifications
- Track customer exemptions and their validity periods
- Access complete transaction history per customer
Navigation From Here:
- Main navigation menu → Customers
📖 Detailed Customers Documentation
8. Exemptions - Exemption Certificate Management
Purpose: Dedicated hub for managing tax exemption certificates across all customers.
Key Elements:
- View all exemption certificates across customers
- Search exemptions by customer name
- Track certificate expiration with visual alerts
- Upload and view exemption certificates (PDF, PNG, JPEG)
- Create new exemptions manually
- Monitor active and inactive exemption status
Navigation From Here:
- Main navigation menu → Customers → Exemptions tab
📖 Detailed Exemptions Documentation
9. Global Settings - Configuration Center
Purpose: System configuration and user management
Three Main Sections:
Account (Top level):
- Company information
- Account-wide settings
- User roles at account level
Entity (Legal entities):
- Registrations (tax numbers)
- Filing Types (obligations)
- Entity-specific settings
Tax Managers maintain Tax Engine mappings here
Users (Access management):
- Invite new users
- Manage permissions
- Set access levels
- Review user activity
📖 Detailed Documentation: Account | Entity | Users
Understanding Status Indicators
- 🔴 Red - Past due/Errors requiring attention
- 🟡 Yellow - Warnings/Upcoming deadlines
- 🟢 Green - Complete/No issues
- 🔵 Blue - In progress/Processing
- ⚪ Gray - Future/Inactive
Getting Help
Support Access
- Navigate to the top right of the page
- Click Contact US button
- You will be able to locate your dedicated Tax Associate and their contact details