Need help? We've got you covered.
Annual Returns
Batch Close Annual Returns
This guide walks you through the process of batch closing annual returns in the Operations Dashboard. Learn how to select a return period, view draft reports, and efficiently close returns in groups of 10 using the batch close feature, with tips for best practices to ensure smooth processing.
Creating Annual Return Period
This guide walks you through the process of creating an Annual Return Period in the Operations Dashboard. Learn how to add and configure a new return period, complete the required form, verify assessment fees, and manage lodge visibility settings for generated reports.
Edit Return Period After Creation
Learn how to edit an existing return period after it has been created. This guide walks you through accessing the Annual Return page via the Operations Dashboard, locating the desired return period, updating key details such as dates, fees, and lodge visibility, and saving your changes.