IntelligentTaxProduct Documentation
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Client workspace

Tax

Available

Create filing packages, generate workpapers, resolve readiness, review, record external submission/payment, export, and archive.

What this menu does

Turn verified accounting and invoice sources into controlled Philippine filing packages without claiming direct BIR submission or automatic payment.

Where to find it

Client workspace navigation: Tax.

When to use it

  • Create a VAT, percentage-tax, EWT, or quarterly corporate-income-tax package.
  • Generate/refresh a workpaper and resolve blockers.
  • Submit for review, review, or return for fix when the workflow requires it.
  • Record external submission and payment.
  • Export evidence or archive a closed package.

Before you begin

  • Open the correct client workspace.
  • Confirm the company name shown in the workspace header.

Page regions

  1. 01Filing workbench and filters
  2. 02Create filing dialog
  3. 03Package list and status
  4. 04Overview and nine-step workflow
  5. 05Source documents and workpaper
  6. 06Readiness checks and evidence
  7. 07Client confirmation/review actions when applicable
  8. 08External submission and payment dialogs
  9. 09Export and archive

Supported operations

01

Create a filing package

Purpose
Open a controlled package for one tax type and filing period.
  1. 1

    Select Create filing package.

  2. 2

    Choose tax type/BIR form and period; review guided boundaries, due date, package number, and owner.

  3. 3

    Change guided values only when business evidence supports it.

  4. 4

    Create and open the package detail.

Result

A draft package appears in the workbench.

02

Generate or refresh the workpaper

Purpose
Calculate the package from current eligible source facts.
  1. 1

    Open the package detail.

  2. 2

    Review source-document counts and current readiness.

  3. 3

    Select Generate/Refresh workpaper.

  4. 4

    Review source summary, calculation rows, adjustments, version, and open blockers.

Result

A versioned workpaper and updated readiness checks are available.

03

Resolve readiness and review the package

Purpose
Move the package through the form-specific workflow only after blockers are resolved or explicitly confirmed.
  1. 1

    Review every readiness blocker and advisory.

  2. 2

    Correct source invoices, vouchers, company data, or workpaper adjustments in the owning page; refresh workpaper.

  3. 3

    When the product allows manual blocker confirmation, record the reason.

  4. 4

    Use Submit for review, Review, Return for fix, or client-confirmation actions only when shown by the form's workflow.

Result

The package advances to the next allowed status or returns for correction with an explicit reason.

04

Record external submission and payment

Purpose
Capture evidence after the filing or payment occurred outside IntelligentTax.
  1. 1

    Use Record submission when the package workflow allows it.

  2. 2

    Enter external channel, valid submitted date/time, and confirmation/receipt number.

  3. 3

    Use Record payment and enter channel, valid paid date/time, amount, and reference.

  4. 4

    Review the updated submission/payment summary and attach or preserve supporting evidence.

Result

The package records external lifecycle facts; IntelligentTax does not directly submit to BIR or move funds.

05

Export or archive

Purpose
Package current workpaper and evidence for external use, or close the active work list.
  1. 1

    Review export readiness and unresolved checks.

  2. 2

    Select Export and save the generated package securely.

  3. 3

    After the filing lifecycle is complete or superseded, choose Archive when shown.

  4. 4

    Confirm the package remains traceable in history.

Result

The exported package reflects the current version; archived records leave the active work list without losing history.

Business rules and fields

  • Current filing forms include 2550Q, 2551Q, 1601EQ, and 1702Q in the workbench; EWT preparation also supports relevant 0619E/1601EQ/1604E flows.
  • Workflow steps are form-specific; EWT can move from a ready workpaper directly to external submission without owner review or client confirmation.
  • Open readiness blockers prevent normal progression unless the implemented workflow explicitly allows a recorded manual confirmation.
  • Submission and payment are recorded external facts; no direct BIR filing or automatic payment occurs.
  • Invalid local date/time values block submission/payment recording.

States you may see

DraftWorkpaper generatedNeeds fixPending reviewReviewed/readyClient confirmation requested/confirmed/waived when applicableSubmitted externallyPaidArchived/amended

What happens next

  • The filing package retains source, calculation, readiness, evidence, review, external submission, payment, and export history.

Common problems

What you seeWhy it happensWhat to do

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.

Visibility and access

The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.

System screenshots

Create filing packages, generate workpapers, resolve readiness, review, record external submission/payment, export, and archive.