Learn how to find a filing calendar setup in VAT Filing.

1. Go to Settings > Filing Calendar Setup.
2. Use the available filters to narrow your results.

   Columns

   Click the Columns icon to show or hide columns, or to display them in a different order.

   Filters

   Click the Filters icon to search for a specific filing calendar setup.

Learn how to add a filing calendar setup in VAT Filing.

1. Go to Settings > Filing Calendar Setup.
2. Click Add.
3. In the Basic Information section, fill in these fields:

   Company & VAT Group

   A company or a VAT group.

   Country

   One of the countries available after selecting the company or VAT group.

   Return Type

   The type of return available after the selecting the country.

   Start date

   The month and year the return is (or was) first due.

   End date

   The final month and year the return is due.

   No expiration

   If there is no end date for the return, you can select this option instead.

4. In the Returns Period section, fill in these fields:

   Returns Frequency

   Select Monthly or click the Customize checkbox to view more options.

   Due Date

   If you click the Customize checkbox, you can select the day (1 to 28), or the last day of the month.

   Note:

   If you select the monthly returns frequency without selecting the Customize checkbox, it defaults to 25 days.

   Due Month

   If you click the Customize checkbox, you can select from one to 12 months following the end of the period.

5. In the Customize Workflow section, you can select these options for each step in the return workflow.

   Deadline

   The number of days left until the due date for a specific return step. For example, if you select "1" as the Complete step's deadline, the return will need to be in the Complete workflow step one day before the return filing is due.

   Important:

   You can only add deadlines to your filing calendar setup if you:

   • Add deadlines to all return steps.

   • Sort the deadline numbers in ascending order.

   Assignee

   You can enter an assignee to one or more return steps. Adding an assignee to a workflow step will ensure that the person is notified of changes in the return's status and deadlines.

6. Click Save.

Learn how to edit the expiration date and the Deadline and Assignee fields from the workflow steps of a filing calendar setup.

1. Go to Settings > Filing Calendar Setup
2. Select a row from the table.
3. Edit the filing calendar setup as needed. Then, click Update.
   Note:

   You can add, change or remove the expiration date, and you can also change the Deadline and Assignee fields from the different workflow steps.

Learn how to edit only the Deadline and Assignee fields from the different workflow steps for multiple filing calendar setup entries in VAT Filing.

1. Go to Settings > Filing Calendar Setup.
2. Select a specific filing calendar setup, or select all using the checkbox at the top.
3. Click the Edit rows icon.
4. Make changes to the Deadline and Assignee fields from the different workflow steps.
5. Click Update.

Learn how to delete a filing calendar setup in VAT Filing, so you'll no longer see it on your Filing Calendar.

1. Go to Settings > Filing Calendar Setup.
2. Select one or more filing calendar setup entries, or select all of them using the checkbox at the top.
3. Click the Delete rows icon.
4. Click Delete to confirm.