Equus Software

Below are the steps involved to notify employees that they have to complete the Tax Organizer via a link in the Mobile Employee Experience for a new tax year. Note that these steps are to be done after the Tax Organizer for the new tax year itself is set up in the PinPoint application.

<a href="https://intercom-help.eu/equus-software/en/articles/631870-how-to-create-a-questionnaire-screen-definition-for-a-new-country-s-tax-year" rel="nofollow noopener noreferrer" target="_blank">Create a Questionnaire Screen Definition</a>

<a href="https://intercom-help.eu/equus-software/en/articles/631871-how-to-create-checklist-for-a-country-s-new-tax-year" rel="nofollow noopener noreferrer" target="_blank">Create a new checklist by copying the previous year's checklist</a>

<a href="https://intercom-help.eu/equus-software/en/articles/631873-how-to-create-tax-return-details-for-assignees-to-start-the-checklist-for-the-new-tax-year" rel="nofollow noopener noreferrer" target="_blank">Create Tax Return Details for assignees to start the checklist</a>

- <a href="https://intercom-help.eu/equus-software/en/articles/631875-how-to-populate-the-tax-return-details-import-template-for-a-new-tax-year" rel="nofollow noopener noreferrer" target="_blank">Populate the Tax Return Details Import template</a>
- <a href="https://intercom-help.eu/equus-software/en/articles/631872-how-to-upload-the-tax-details-import-template-to-start-the-checklist-for-a-new-tax-year" rel="nofollow noopener noreferrer" target="_blank">Upload the Tax Details Import template to start the checklist for a new tax year</a>

- <a href="https://intercom-help.eu/equus-software/en/articles/631870-how-to-create-a-questionnaire-screen-definition-for-a-new-country-s-tax-year" rel="nofollow noopener noreferrer" target="_blank">Create a Questionnaire Screen Definition</a>
- <a href="https://intercom-help.eu/equus-software/en/articles/631871-how-to-create-checklist-for-a-country-s-new-tax-year" rel="nofollow noopener noreferrer" target="_blank">Create a new checklist by copying the previous year's checklist</a>
- <a href="https://intercom-help.eu/equus-software/en/articles/631873-how-to-create-tax-return-details-for-assignees-to-start-the-checklist-for-the-new-tax-year" rel="nofollow noopener noreferrer" target="_blank">Create Tax Return Details for assignees to start the checklist</a>
  - <a href="https://intercom-help.eu/equus-software/en/articles/631875-how-to-populate-the-tax-return-details-import-template-for-a-new-tax-year" rel="nofollow noopener noreferrer" target="_blank">Populate the Tax Return Details Import template</a>
  - <a href="https://intercom-help.eu/equus-software/en/articles/631872-how-to-upload-the-tax-details-import-template-to-start-the-checklist-for-a-new-tax-year" rel="nofollow noopener noreferrer" target="_blank">Upload the Tax Details Import template to start the checklist for a new tax year</a>
   

Below are the steps involved to notify employees that they have to complete the Tax Organizer via a link in the Mobile Employee Experience for a new tax year.  Note that these steps are to be done aft

Yearly Tax Organizer Process

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