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Understand filing requests

Before a return can be prepared and filed by the Compliance team, you must make a filing request. Once you make the request, the Compliance team reviews and approves or rejects the request. In most cases, a rejected request only requires corrections to make it acceptable for approval, for example, selecting an incorrect filing frequency. Once approved, the returns associated with the request can then be successfully prepared and filed.



For new companies, filing requests must be submitted by the 20th of the month prior to the return filing (for example, March 20th for the April return). For existing companies, filing requests must be submitted by the 25th of the month prior to the return filing.

The request identifies a single return including the frequency of the client's returns (monthly, quarterly, semi-annually, or annually), the form to be submitted, and the method of that submission--electronic or paper. They are created individually for each jurisdiction where the client company is collecting and paying tax. The following criteria must be met so the request can be approved by the Compliance team and the returns prepared:

  • Correctly selected jurisdictions and returns forms for where the client companies are collecting and paying tax; this information is used to assign transactions
  • Filing frequency
  • Company registration numbers

Additional information may be required, such as:

  • Location codes for location based reporting, reflected in the company transactions
  • Beginning dates to avoid excluding any necessary transactions

You initially create filing requests for a client when setting up the client's company. However, new or updated filing requests may be needed whenever there is a change in where the client collects and pays taxes. Once you have set up a new company, use the client's information to create new filing requests.

Transactions that are imported prior to the creation of filing requests are marked as unassigned on the Returns > Transactions page. Once the filing requests are created, the returns must be rebuilt to assign the transactions to the correct return.

See also

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