Choose entity to create a new mapping

Choose entity to create a new mapping

This guide covers how to map tax returns using generate.TAX software.

1) Make sure you have an entity connected to your account. If not, click here.

2) Navigate to the Entities page.


3) Click the Add return or + icon button to add a new tax return to this entity.



4) Start by choosing the country to filter the available tax returns.
  1. The return submission frequency determines the next and future reporting periods, with options ranging from weekly to yearly.
  2. The first return date is the starting point for using this return. It can be backdated, and selecting the correct date is important since the system bases calculations on this.
  3. The first submission deadline is when the return is due, and generate.TAX will help you track and manage these deadlines.
5) Use the Continue button to map the tax codes.




Idea
Success! You have chosen an entity to create a mapping.











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