The Corporate Tax Returns table can be found in the Tax Department.
Where Income Tax has been switched on for a CIPC-registered entity in the Client table, a Corporate Tax returns record will be scheduled.
Working on a Task
To work on a Corporate Tax Returns task:
Go to the Corporate Tax Returns table
Click on a record
Expand the view by clicking on the expansion bar
There will be a Summary section and a Details section.
Once you start working on a task, change the status in the Summary section to In Progress. Once the task is done, change the status to Completed. The task will then move away from the main table and into the archive table.
The Details section contains checkboxes and fields to track the progress of the task. You can check checkboxes as you work, save the record and continue later.
The table also has a Notes column for any comments relating to the task.
You can add any backlog manually by clicking on 'ADD RECORD' in the top-right corner.
A reminder will appear in the All Tasks Due table indicating the number of Corporate Tax Returns tasks due for a particular date.
If you click on any of the blue hotlinks, you will be taken to the task in the Corporate Tax Returns table, where you can start working on it.
Filter & Sort
You can search/filter and sort on any column by clicking on the 3-dot menu next to the column name. Sort will allow you to sort Ascending or descending, while filter will provide various options and allow you to type in a specific name.
DataGrows allows you to keep track of time spent on any task. This post will go into more detail on that.