Taxes

The Taxes module tracks tax return filings, their deadlines, and tax-authority examinations for your organizations. It tracks the filing obligations and status — not tax preparation or calculation.

The Tax Returns list

Open Taxes from the left navigation to see your tax returns, each with its type, jurisdiction, and status (income, property, and franchise tax filings). Filter with the row beneath the headers, and select rows to Export.

What the module tracks

• Tax Returns — filing records with type, jurisdiction, key dates, and status, including extensions that move the due date.
• Tax Audits — IRS, state, and local examinations, with individual findings recorded against each audit.
• Tax Exemption Certificates (toggleable) — exemption certificates your organization provides to vendors.

Adding a record

Creating or editing records requires Editor access to the Taxes module.

1. From the Tax Returns list, click New.
2. Choose the return type and jurisdiction, and set the period and status.
3. Click Save, then open the record to add extensions, attach the filed return, and set deadline reminders.

Who can access taxes

• Viewing requires access to the Taxes module.
• Creating or editing requires Editor access.

On Enterprise plans, organizational unit (OU) scoping limits records to entities within your assigned OUs.