Platform
Plans & Quotas
Reusable plan definitions and the operating limits assigned to tax firms.
What this menu does
Group plan configuration used by firm assignment and quota checks.
Where to find it
Platform Admin navigation: Plans & Quotas.
When to use it
- Understand the module boundary before opening a child menu.
- Choose the correct child page for the task at hand.
Before you begin
- Sign in to Platform Admin.
- The account must be allowed to view this menu.
Page regions
- 01Module purpose and boundaries
- 02Child-menu status matrix
- 03Links to available and planned functions
Menus in this group
Business rules and fields
- Business operations are documented on the child-menu pages.
- 1 of 1 child menus are currently available or partially available.
States you may see
Available: all documented child operations are usable.Partially available: implemented and planned child menus coexist.Planned: no child operation is available.
What happens next
- You can identify the correct child menu and its delivery status before starting work.
Common problems
What you seeWhy it happensWhat to do
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.