Client workspace
Overview
Start client work with the client summary, annual filing board, and actionable tasks.
What this menu does
Provide an operational starting point without replacing source business records.
Where to find it
Client workspace navigation: Overview.
When to use it
- Check the client profile and annual filing progress.
- Continue existing Tax, Invoice, Withholding Tax, or Voucher work.
Before you begin
- Open the correct client workspace.
- Confirm the company name shown in the workspace header.
Page regions
- 01Client Summary
- 02Calendar/Fiscal Year selector
- 03Annual Filing Board
- 04Upcoming Task
- 05View All Tasks
Supported operations
Review the annual filing board
- 1
Confirm the client identity and taxable-year type. The authorized internal Workspace shows the complete TIN and Branch Code; demo data, screenshots, and external assets remain masked.
- 2
Choose a Calendar or Fiscal Year; use Back to Current Year to return to the Manila current period.
- 3
Review the highlighted current-quarter status, progress, due date, source counts, and any available action.
- 4
Open an action only when it leads to its owning Tax, Invoice, Withholding Tax, or Voucher workflow.
The board remains a read-only overview of existing work.
Review Upcoming Task or All Tasks
- 1
Review Upcoming Task by subject, reference, business status, date, and action.
- 2
Use the action to open the owning page.
- 3
Choose View All Tasks for the paged drill-down and filter existing task records.
- 4
A read-only workspace offers details, not processing controls.
The source record changes only in its owning page.
Business rules and fields
- Overview is a read-only projection of existing facts.
- All Tasks is an Overview drill-down, not a left-menu item.
- The board does not create official BIR files, submit a return, or record payment.
States you may see
What happens next
- Staff can explain the client work state and continue in the correct owning page.
Common problems
The page is view-only or an action is missing.
The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes.
Verify the client lifecycle status and your access with a firm administrator. Do not work around the restriction in another client.
A save, generation, or load action fails.
Business validation, missing source data, an expired session, or a temporary service problem can block the action.
Read the business reason shown on the page, fix the source data, and retry once. Preserve the request identifier when asking support for help.