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US tax submission guides

Organise US taxpayer records, source evidence, returns and authority-specific filing readiness.

19 task guidesReviewed 1 November 2026

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Start with readiness, then follow setup, preparation, validation, authorisation and evidence. Available controls depend on the installed module, permissions and exact authority capability. These guides do not assert blanket production filing approval.

How to check US tax capability and system readinessCompliance Centre → States & Jurisdictions → System ReadinessHow to create a US taxpayer profileTaxpayersHow to search and import public business recordsPublic Business SearchHow to isolate a taxpayer’s source recordsSource ScopesHow to record tax registrationsRegistrationsHow to map ledger accounts and generate a tax projectionAccounting ProjectionHow to discover and record US tax obligationsObligationsHow to create, calculate, validate and authorise a returnReturns & Filing → OpenHow to queue an authorised filing and create an amendmentReturns & Filing → return workspaceHow to prepare and track an extensionExtensionsHow to assess nexus and record apportionment evidenceNexus & ApportionmentHow to classify sales and calculate sales taxSales & Use TaxHow to configure and calculate US payroll taxPayroll TaxHow to prepare information-return batches and correctionsInformation ReturnsHow to record payments, reconcile balances and track refundsPayments & LiabilitiesHow to track tax notices and response tasksNoticesHow to record preparers and authorised signersAgents & PreparersHow to store tax documents and inspect audit evidenceDocuments; Audit TrailHow platform administrators manage rules, schemas and connectorsTax Compliance Administration