Create a custom filing frequency

Set up a custom date range for Sales Tax Filing to select data from when populating a return.

You must have one of the following user roles:

Admin
Team Lead
MS User

Each return in Sales Tax Filing is assigned a filing frequency, which is how often the return must be filed. By default, you can select monthly, quarterly, semi-annually, or annually for the filing frequency. If the default filing frequencies do not work for your organization, you can create a custom filing frequency and assign it to a return.

Go to Settings > Filing Frequencies and click Add Frequencies.
Enter a name for the filing frequency.
This name will appear in the filing frequency dropdown menu when adding or editing a return in the State and Local Returns page.
Enter the first filing year that you want this filing frequency to apply to.
You can also click the calendar icon and select a year.
Click Add.
Enter a start and end date for each month.
By default, the start and end dates are set to the first and last day of the month, respectively.
If you want this filing frequency to apply to multiple filing years, click Add Year and repeat the previous step.
Click Save.

You can select this frequency from the Filing Frequency dropdown menu when adding a return.

Sovos Docs

Create a custom filing frequency

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