What this guide covers
Submission should be the final confirmation, not the first time you look at a quarter.
1. Check what is due
Use DUE in WhatsApp or open Filing to see the next obligation and its date. This tells you which period needs your attention.
See DUE in action2. Resolve missing or uncertain records
Review Activity for uncategorised, incomplete, or needs-review records. Add missing income and expenses before you rely on the quarterly totals.
Read the records guide3. Use READY to check the quarter
READY gives a concise health check and identifies issues preventing a confident submission. Work through the fixes it returns, then check again.
See a READY response4. Preview the figures
Send PREVIEW to create a secure review link. Confirm the period, income, expenses, categories, and supporting transactions before moving to submission.
Review the filing flow5. Submit, then keep the trail
Once the preview is acknowledged, use SUBMIT or the Filing workspace. After acceptance, keep the receipt and submission history alongside the underlying records.
See filing historyBefore you move on
- The correct quarterly obligation is selected
- Uncategorised and needs-review records are resolved
- READY no longer shows an unresolved blocker
- PREVIEW figures have been checked before SUBMIT
- Accepted submission evidence is stored in Filing
Put the guide into practice.
Open the relevant workspace and complete the next step with this guide available in another tab.
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