Manage a capital declaration

Open the case

1. Open Reports → Capital declarations.
2. Create or open the case for the correct client and year.
3. Check the deadline and responsible person.
4. Review the case’s current phase and missing items.

Collect and review

Send the appropriate client request or portal link. Monitor answers and uploaded documents. Open and review evidence; mark unsuitable material and request a replacement where needed. Keep office notes with the case.

Prepare the declaration

The responsible professional reviews the records and answers, generates the PDF, and checks the preview before sending it for signature.

Signature and submission

Use the case’s client-signature and submission actions in the order shown. Check the recorded response and confirmation number. Generating a PDF, receiving a signature, and filing are distinct steps.

If advancement is blocked, read the missing requirements instead of changing the phase to hide them.

For clients: Using a declaration link.