Filter data

This task provides instructions on how to view and apply various filters to data within the system, including selecting clients, navigating through months, and searching by territories.

VAT clients are classified as Full Managed Services or OSS/IOSS Managed Services clients.

Full Managed Services: Clients who do not do validation. The Managed Services team does the validation, analysis, and filing of returns. Clients choose which data file to upload, which then triggers a notification to Managed Services to pick up the data file for processing.
OSS/IOSS Managed Services: Clients review and validate the data file, while the Managed Services team does further analysis and files the returns.

Select Data from the Navigation Menu.
From the Client Selection dropdown menu, select the account you want to view. Alternatively, use the search box to type in the client name.
Use the arrow icons to move back and forward from the current month.

Tip:
Click the month to view all available months and years.
Click the Territory dropdown menu to filter and view data files or territories where no data declarations have been made.

Filing

Filing

Filter data