Filing Page

Contents

• Description

• Available Actions

• How to Access

• Review Historical Filings

 

Description

The Filing Page is a central hub within your Dashboard that allows you to easily view, track, and manage all of your tax filings in one place. It is designed to simplify the filing process by giving you the ability to file, as well as full visibility into the status and details of your filings. Below are the key features offered by the Filing page.

• Self-Service Filings: Tax Managers can now file US forms directly from the Dashboard, eliminating the need to rely on our internal teams.
• Comprehensive Visibility: The Filing page groups filings by form type and tax year, providing a clear overview of statuses, including total counts for originals, corrections, and voids.
• Filing History: After a filing is complete, users will see details for the filing, such as the approver's name and the timestamp the filing was approved. This data, along with a record of included forms (federal and state), is available for download in CSV format.

Please note: If you need to file forms for a specific filer(s) or account(s) instead of the full population, you can do so by generating forms for only that filer(s) or account(s). If you have already generated forms for additional filers/accounts, please submit a ticket to our CX team through the following support form, and we can help approve and file the specific filing(s) on your behalf: Online Submission Form

Available Actions

From the Filing page, you can perform the actions listed below. For more details, please refer to the accompanying guide.

• Approve a US Filing for Taxbit to submit: How to Approve Forms for Filing
• Approve a DAC7/MRDP as well as CARF/CRS Filing for an XML to be generated: How to Approve Forms for Filing
• Rescind a DAC7/MRDP as well as CARF/CRS XML that was not submitted: How to Rescind a Filing
• Download data from previous filings: How to Review Historical Filings

 

How to Access

Step 1: Select “Filing” from the left navigation under Information Reporting.

Step 2: Then, select the necessary regime and tax year from the top right.

Step 3: Select the drop-down arrow on the right side of the Form Type that you wish to approve for filing.

Step 4: When you are ready to approve, select “Approve filing” from the right.

 

 

Reviewing Historical Filings

Information on historical filings, such as the account ID for the associated account, the type (i.e., corrected, voided, or original), the federal filing status (i.e., filed, or not filed), the account’s state, state filing status, and the filed date and time is included in the Filing History CSV. The Filing History CSV can be downloaded by following the steps outlined below:

Please note: The state filing status is only represented in the CSV if there was a separate state filing required.

Step 1: From the top right of the forms page, ensure that you have the associated year selected.

Step 2: Select the three dots to the right of the form you wish to review.

Step 3: Select “Download CSV”.

The Filing History CSV will then be available for you to download to your device from the “Notifications” tab on the left.

 

 

Please note: If your team needs confirmation/receipt that the filing was accepted by the regulatory authority, this is not something available in the Dashboard. Please contact our customer support team, and we can retrieve that confirmation on your behalf.

For more information on reviewing historical filings, please refer to this guide: How to Review Historical Filings