Equus Software

In preparation for each new tax year, a new Questionnaire Screen Definition has to be created.  This Questionnaire Screen Definition will be tied to both the Tax Organizer in the…

How to create a Questionnaire Screen Definition for a new country's tax year

The easiest way to create a checklist for a country's new tax year is by copying the existing year's checklist.  Prior to doing this, a Questionnaire Screen Definition must be first…

How to create checklist for a country's new tax year

Prior to uploading a fully populated Tax Import Details Import template saved as a .csv file, the checklist for the new tax year must be created and active.  Once the…

How to upload the Tax Details Import template to start the checklist for a new tax year

When Tax Return Details for the new tax year are created for the assignee, the newly created checklist (copied from the previous year) will automatically start and will create a…

How to create Tax Return Details for assignees to start the checklist for the new tax year

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…

Yearly Tax Organizer Process

Importing data is useful in updating large volumes of data when it would be inefficient to manually input the values directly into the system.  The use of this customized generic…

How to populate the Tax Return Details Import template for a new tax year

Tax Organizer

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