Prepare periodic reports

Open the right period

1. Open Reports and select the report type and period.
2. Use filters to find the client or person responsible.
3. Open the client’s report item.
4. Check the period, frequency, assignee, and current status.
5. Review the amounts and missing documents before moving the work forward.

Bring in information

Where available, fetch SmartBill data and review its preview before using it. You can also import an obligations file or add a company through the report screen. Check the import result before continuing.

Keep progress clear

Use the status and correspondence areas to record what happened: paperwork requested, work in progress, sent for approval, or filed. Changing a workflow status alone is not proof that a government filing succeeded.

My Reports

Open My Reports for reporting work assigned to you. If an item is missing, check the selected period, filters, and assignment.

Next: Client approval and filing.