Tax Filing Management
Maintain a filing ledger by tax type, with reminders for filing deadlines and an auditable review process.
Make tax-related processes traceable, validated, and documented.
From tax filing calendars to document consolidation, from data validation to record retention—systematize key stages of tax processing to reduce follow-up costs caused by oversights.
Product Overview
Covers the key stages of a company's daily tax compliance.
The tax system operates across three lines: filing, invoices, and archives. The filing line manages nodes and reviews; the invoice line aggregates input/output data and certification records; the archive line retains annual tax return forms and payment certificates. Data across these three lines are cross-referenced.
Value-added taxCorporate Income TaxIndividual Income TaxAdditional taxesExport Tax RefundStamp duty
Consult tax plans
Core Capabilities
Filing, Invoicing, Tax Refunds, and Risk Management
Enable capability modules based on your enterprise's tax complexity; configuration is supported by our consulting team.
Invoice and Receipt Management
Collect, verify, and track input/output invoices with a clear view of their status.
Export tax refund processing
Consolidate tax refund documentation, track declaration batches, and record warehouse return status in compliance with policy requirements.
Tax Risk Alert
Set validation rules for discrepancies between declared data and book records; flag anomalies for manual review.
Tax Burden Analysis
Analyze tax burden by period and business line to help companies understand their tax structure.
Policy Update Notice
Summarize policy updates relevant to enterprises and highlight key execution guidelines to monitor.
Tax document consolidation
Tax return forms, tax payment vouchers, and related documents are archived annually for easy future reference.
Collaborative Tax Matters
Advisors and enterprise representatives collaborate online to address tax inquiries and submit supplementary documents.
Sync with financial data
Tax filing data can be directly sourced from financial system records, eliminating duplicate manual entry.
Scenario Adaptation
Prioritize by business type
Foreign trade businesses focus on tax refund documentation, group enterprises prioritize multi-entity coordination, and sole proprietors ensure no critical steps are missed.
Export Tax Refund Documentation and Declaration Batch Tracking
Aggregate customs declarations, invoices, and foreign exchange receipts by export transaction. Track progress for tax refund applications by batch and receive prompts when documents are missing to facilitate timely completion.
- Tax Refund Document Checklist and Missing Items Alert
- Batch Submission Progress and Return Records
- Reconcile export revenue data with the financial system
Foreign Trade Specialization
Export Tax Refunds: Manage documents and progress by business batch
Tax refund declarations are organized by export transaction batch. All documents from operations, documentation, and finance are consolidated under the same batch. Completeness checks are performed before submission, and acceptance and refund status are recorded after submission.
- Aggregate customs declarations, invoices, and remittance information by export business batch.
- Verify document completeness; list missing items and assign them to responsible parties for completion.
- Batch declaration ledger: record acceptance and return status
- Reconcile export revenue data with the financial system
Compliance Assurance
Translate compliance requirements into specific actions
This mechanism helps businesses handle tax-related matters in compliance with policy requirements. Specific implementation guidelines are subject to regulations issued by the competent authority.
Submission Node Reminder
Build a filing calendar by tax type and entity, with push notifications before deadlines and a checklist of required documents.
Pre-submission data validation
Define validation rules for declared data against bookkeeping standards. Prompt manual review for discrepancies before submission.
Audit trail for review process
Records of the operator and timestamp are maintained at each stage—processing, verification, and submission—for easy reference and clarification later.
Policy Sync Notification
Summarize policy adjustments related to your enterprise, highlighting execution guidelines and configuration changes requiring attention.
System Collaboration
Impact of Integrating Financial and Tax Data
The two systems can operate independently. When linked, declaration data is directly pulled from accounting records, eliminating duplicate entry and discrepancies between the two systems.
Finance System
Provide book revenue, costs, expenses, and intercompany data to establish a referenceable accounting framework.
- Voucher and General Ledger Data
- Multi-currency revenue consolidation
- Expense & Reimbursement Details
Tax System
Validate declarations using book data and write back tax results to create a complete record.
- Validate submission data
- Invoices and Authentication Records
- Archive tax payment certificate
Need to streamline the current tax processing workflow?
Please provide your company's tax types and the number of reporting entities. Our consultants will recommend the system scope and configuration settings accordingly.