Learn how to assign deadlines to each workflow stage in Sales Tax Filing and designate a person from your team to be responsible for a deadline to make sure that your returns are filed on time.

Sales Tax Filing has default deadlines for each workflow stage, but you can edit these deadlines to suit the needs of your business. The default deadlines are:

• Ready: 15 days before filing deadline

• Adjust: 10 days before filing deadline

• Review: 5 days before filing deadline

• File & Pay: 3 days before filing deadline

• Complete: 1 day before filing deadline

1. Go to Settings > Workflow and click the workflow stage you want to edit.
2. To assign the workflow stage to a user, select them from the Default Assignee dropdown menu.
3. Enter how many days before the filing deadline you want this stage to be due.
4. Click Save.

The Returns page will update to reflect the assigned user and edited deadlines. You can view the assigned user and deadline for each workflow stage on the Overview page of a return.