IntelligentTaxProduct Documentation
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Tax compliance

Prepare and track Tax Filings

Available

Prepare 2550Q, 0619-E, and 1601-EQ web returns from confirmed tax facts, review 1601-EQ QAP detail, record customer confirmation, and track filing completion.

When to use it

  • Create or continue a 2550Q, 0619-E, or 1601-EQ filing task
  • Review the live source totals, calculation, web return, and 1601-EQ QAP
  • Record customer confirmation and reopen before filing when correction is needed
  • Lock the return while filing outside IntelligentTax and mark it Filed

Before you begin

  • Open the correct client workspace and have Tax permission
  • Complete and confirm the relevant VAT invoice facts or EWT records
  • Complete required company filing identity in Company Profile
  • For 2550Q, know the opening carryover when no preceding return exists

How to use it

  1. 01

    Create the correct task

    Open Tax Filings, select Create filing, choose 2550Q, 0619-E, or 1601-EQ, and then select one server-provided period. The list includes every started, uncreated period within the one-year migration window, limited by any later bookkeeping start date. 0619-E is available for the first two months of each quarter; 1601-EQ covers the complete quarter.

  2. 02

    Review live facts and the Draft

    Check Overview, paged Tax Data, readiness messages, and Filing Materials. 2550Q reads confirmed VAT facts; 0619-E and 1601-EQ read confirmed EWT only. CWT / Received 2307 is excluded. System fields are read-only, while supported low-frequency items can be completed in Draft.

  3. 03

    Review monthly remittances and QAP

    For 1601-EQ, Items 20 and 21 use Item 16 from the quarter's first and second Filed 0619-E returns. If a monthly task does not exist because the client was taken over mid-quarter, enter the external remittance in Draft. Review the QAP summary and grouped rows; its actual withheld total must equal Item 19.

  4. 04

    Record customer confirmation

    Send the live statement to the customer outside IntelligentTax. After confirmation, record a required comment and optional accepted attachment. The form, source versions, QAP, and company facts then lock. Before filing starts, use Reopen with a reason when correction is needed.

  5. 05

    Start filing and mark Filed

    Start Filing checks that confirmed sources and company facts have not changed, then permanently locks editing. Complete filing outside IntelligentTax and select Mark as Filed; filing date, reference, comment, and receipt attachment are all optional.

System screenshot

The 2550Q example shows the shared lifecycle, live summary, and continuous web-return pattern also used by EWT filing tasks.

What happens next

Each task retains one current web return, live or frozen source detail, the latest customer confirmation, filing completion, and lifecycle history; 1601-EQ also retains its QAP preview.

Good to know

  • The guided Tax page supports 2550Q April 2024 ENCS, 0619-E 2018-01, and 1601-EQ 2019-01 ENCS as Original Returns for complete periods.
  • 2550Q includes confirmed VAT invoice facts. 0619-E, 1601-EQ, and QAP include confirmed EWT records only; CWT is excluded.
  • QAP is an on-screen 1601-EQ support schedule, not a separate filing task or downloadable DAT/CSV file.
  • The current implementation does not generate an official BIR PDF, submit through eBIRForms/eFPS, or record/make payment.