Overview
Tax & Compliance Validation is a workflow to verify tax calculations, flag missing deductions, and surface compliance risks before filing across corporate income tax, payroll, and VAT returns.
It supports pre-filing validation — entity and period capture, recomputation/verification of tax math, deduction completeness checks, and compliance risk flagging — in one streamlined workflow.
What you get: a structured table of extracted and calculated fields you can review, edit, and export.
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To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.
This page focuses on what’s specific to Tax & Compliance Validation.
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When to use Tax & Compliance Validation
Use this workflow when you need to:
- Validate computed tax figures against source documents and schedules
- Identify missing, overstated, or unsupported deductions before filing
- Standardise review across multiple filing types (Corporate, Payroll, VAT)
- Highlight compliance risks and issues that require remediation
Step-by-step usage
- Navigate to Workflows > Template gallery and select Tax & Compliance Validation.
- Upload tax working papers and supporting documents (PDF only).
- (Optional) Upload schedules and prior filings if they help validate figures (e.g., trial balance, payroll registers, VAT schedules, deduction schedules).
- Click Run to begin extraction and validation checks.
- Review extracted fields, calculations, and risks; edit anything that is incorrect.
- Export results (CSV or Excel) for sign-off and downstream filing.
Inputs