Platform
Plan Catalog
Define reusable service plans, quota limits, file rules, and AI processing allowances.
What this menu does
Give every tax firm a consistent, auditable set of operating limits.
Where to find it
Platform Admin navigation: Plans & Quotas → Plan Catalog.
When to use it
- Create a plan.
- Edit quota and file limits.
- Enable or disable a plan after recording a reason.
- Find firms bound to a plan.
Before you begin
- Sign in to Platform Admin.
- The account must be allowed to view this menu.
Page regions
- 01Search, AI tier, and status filters
- 02Plan limit table
- 03Create/edit plan dialog
- 04Status confirmation dialog
- 05Bound-firm count
Supported operations
Create a plan
- 1
Select Create plan.
- 2
Enter code, name, description, allowed file types, and all numeric limits.
- 3
Confirm every positive-limit field is greater than zero and prices/allowances use the required units.
- 4
Select Save plan.
The plan appears in the catalog and can be assigned to firms.
Edit a plan
- 1
Find the plan and select Edit.
- 2
Review every editable limit, AI tier, concurrency, storage, and file rule.
- 3
Change only approved values.
- 4
Save and confirm the row reflects the new configuration.
New quota checks use the saved plan configuration.
Enable or disable a plan
- 1
Select the plan's status action.
- 2
Read the impact and enter a change reason.
- 3
Confirm the status update.
- 4
Verify the badge and bound-firm implications.
The plan status changes and the reason is recorded.
Business rules and fields
- Plan codes identify the plan and should remain stable.
- All numeric fields are validated before a request is sent.
- Disabling a plan does not itself delete bound firms or their data.
- Firm-specific plan changes are performed from the firm detail page.
States you may see
What happens next
- The catalog becomes the source for firm plan assignment and quota enforcement.
Common problems
The menu or action is missing.
The account does not have the required platform access or the item is not available in the current state.
Ask a platform administrator to verify the account role and the record status.
A save or load action fails.
The session may have expired, validation may have failed, or the service is temporarily unavailable.
Keep the shown request identifier if present, refresh once, correct highlighted fields, and retry. Escalate with the request identifier if it repeats.