Every deadline tracked, owned, and monitored
Upcoming filings, overdue items, and in-progress returns — by jurisdiction and entity, with assigned ownership.
Filing Calendar — Q2 / Q3 2026
All entities and jurisdictions
Track every tax process from preparation to submission
Preparation, review, approval, and submission stages — with blocked items and risk flagging across every active process.
VAT Return — UK (Jun)
High RiskOwner: K. Park — Approval blocked — Director unavailable
Preparation
Complete
Review
Complete
Approval
Blocked
Submission
Pending
CIS Monthly Return
Medium RiskOwner: R. Singh — Review in progress — on track
Preparation
Complete
Review
In Progress
Approval
Pending
Submission
Pending
EC Sales List
Low RiskOwner: S. Patel — Data extraction in progress
Preparation
In Progress
Review
Pending
Approval
Pending
Submission
Pending
Corporate Tax Instalment
High RiskOwner: Head of Tax — Not yet started — due 30 Jun
Preparation
Pending
Review
Pending
Approval
Pending
Submission
Pending
Structured evidence — tracked, reviewed, and audit-ready
Document completeness scores, missing evidence alerts, reviewer comments, and secure file management — all in one place.
VAT Return — UK (Jun)
Evidence completeness
VAT workings spreadsheet
Sales ledger extract
Purchase ledger extract
EC Sales data
Director sign-off
EC Sales data still pending from S. Patel. Director sign-off blocked.
CIS Monthly Return
Evidence completeness
CIS deduction schedule
Subcontractor register
HMRC submission draft
Reviewer sign-off
Awaiting R. Singh second review before approval.
Secure document access
All documents stored securely with role-based access control. Full audit trail of uploads, downloads, and reviewer actions.
Tax risk — owned, monitored, and escalated appropriately
Risk category, impact, mitigation status, and escalation level — structured and visible for leadership and audit purposes.
Tax Risk Register — Active Items
Ranked by impact level
Transfer Pricing — Group Interco Pricing
TPHighHead of TaxMitigatingCFO ReviewVAT treatment — SaaS cross-border sales
VATHighK. ParkOpenExternal AdvicePermanent establishment risk — APAC
Corp TaxMediumHead of TaxMonitoringNoneR&D tax credit eligibility review
Corp TaxMediumR. SinghIn ProgressNoneEmployment tax — contractor status
PayrollMediumR. SinghOpenLegal ReviewOECD Pillar Two — group exposure
Corp TaxHighHead of TaxMonitoringBoard UpdateStructured controls and reviewer sign-off — built into every process
Control checklist, sign-off status, reviewer comments, and submission readiness — tracked and visible throughout the review cycle.
VAT Return — Control Checklist
June filing — review and approval controls
VAT workings independently reviewed
CompleteReviewer: K. Park
Reviewed and agreed to source data.
Reconciliation to trial balance confirmed
CompleteReviewer: M. Evans
TB reconciliation complete — no differences.
Prior period adjustments reviewed
CompleteReviewer: R. Singh
Two prior period items noted, immaterial.
EC Sales data cross-checked
PendingReviewer: S. Patel
Awaiting final EC data from EU entity.
Director sign-off obtained
BlockedReviewer: Head of Tax
Director unavailable — escalation in progress.
Submission confirmation filed
PendingReviewer: K. Park
Will complete post-approval.
3 of 6 controls signed off
Submission Readiness
Compliance Status
VAT return is currently overdue pending Director sign-off. Escalation has been logged. All other controls are on track for the next cycle.
AI-powered tax workflow insight — structured and leadership-ready
Ask in plain language. Get structured answers on deadlines, evidence gaps, risk status, and compliance — ready to share with your CFO or board.
Tax Workflow Assistant
Connected to tax workflow data
Suggested prompts:
In a live environment, the assistant connects to your tax calendar, document store, and risk register to produce structured, leadership-ready tax status summaries — shareable in seconds.