Manage Tax Filing Periods

The filing workflow

Go to Taxation → Tax filing periods.

1. Create a period — choose the authority, start and end dates, and optional notes.
2. Open Report to review calculated input, output, and net payable from posted transactions.
3. Export as PDF or Excel for your return or your adviser.
4. Mark filed once submitted to the authority.
5. Amend if you need a fresh draft period from current data after filing.
6. Record payment — once filed or amended and tax is still owed, record a bank payment that posts the accounting journal for you. Needs Create payments access.

Periods move through Draft, Filed, and Amended statuses. Filter the list by authority, status, and year.

:::info Filing reminders If your authority has filing reminders enabled, users may receive weekly reminder emails for draft periods nearing their due date. :::

Next step

Record WHT remittances

Pay over the withholding tax you've collected from vendors.