Taxes module guide

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. A tax provision is typically evidenced by the organization’s financial statements for the same period.

The Tax Obligations list

Open Taxes from the left navigation to see your tax obligations — the standing duty to file a given tax in a given jurisdiction, with its tax type, jurisdiction, and tax authority. Open an obligation to see the returns filed under it. Filter with the row beneath the headers, and select rows to Export.

What the module tracks

• Tax Obligations — the anchor record for a given tax in a given jurisdiction: what’s owed, how often, and who prepares it.
• Tax Returns — filing records recorded under a Tax Obligation, with type, key dates, and status (jurisdiction comes from the parent obligation), 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 Obligations list, click New.
2. Choose the tax type, jurisdiction, and tax authority, and set the frequency.
3. Click Save, then open the record to add returns, extensions, and deadline reminders.

Who can access taxes

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

On Enterprise plans, access group scoping limits records to entities within your assigned access groups.