Client workspace
Tax Filings
Prepare and track supported filing lifecycles from confirmed source facts.
What this menu does
Complete supported client tax filing work without changing source records on this page.
Where to find it
Client workspace navigation: Tax Filings.
When to use it
- Open a supported VAT or withholding filing for a period.
- Review source facts and readiness.
- Advance an available lifecycle step or view a filed result.
Before you begin
- Open the correct client workspace.
- Confirm the company name shown in the workspace header.
Page regions
- 01Filing task list
- 02Period and status
- 03Source facts
- 04Validation
- 05Customer confirmation or filed result
Supported operations
Prepare a supported filing
- 1
Open the filing task for the required period.
- 2
Review displayed source facts, validation, and business status.
- 3
Save or advance only through the lifecycle action currently shown.
- 4
After customer confirmation or filing, review the locked result and permitted follow-up.
The filing state is traceable while invoice and withholding facts retain their own ownership.
Business rules and fields
- Only implemented filing workflows offer actions.
- Correct source data in Invoices or Withholding Tax.
- A filing status is not an external payment instruction.
States you may see
What happens next
- The supported filing is prepared or its lifecycle state is visible.
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.