Management Reporting | Compliance Status
Every filing obligation, one board.
Sales tax returns by state, the states you are approaching nexus in, 1099 readiness, entity annual reports and payroll filings, each with a named owner and a status. The controller and the auditor look at the same posture on the same screen rather than assembling it separately.
What the system does
Capability, input, output.
| Capability | Input | Output |
|---|---|---|
| Sales tax | Registrations and their frequencies | Every state return, its period, owner and status |
| Nexus | Sales measured per state | States crossed and states approaching, before a notice arrives |
| 1099 readiness | Payees against the forms held | Missing W-9s and unmatched taxpayer numbers, ranked by spend |
| Entity filings | Annual reports and registrations per state | What is due, for which entity, in which jurisdiction |
| Payroll | Federal and state filing obligations | Status against the period they belong to |
| Ownership | Each obligation | A named person, not a shared mailbox |
| History | Filed periods | What was filed, when, by whom, with the confirmation |
-
Sales tax
- Input
- Registrations and their frequencies
- Output
- Every state return, its period, owner and status
-
Nexus
- Input
- Sales measured per state
- Output
- States crossed and states approaching, before a notice arrives
-
1099 readiness
- Input
- Payees against the forms held
- Output
- Missing W-9s and unmatched taxpayer numbers, ranked by spend
-
Entity filings
- Input
- Annual reports and registrations per state
- Output
- What is due, for which entity, in which jurisdiction
-
Payroll
- Input
- Federal and state filing obligations
- Output
- Status against the period they belong to
-
Ownership
- Input
- Each obligation
- Output
- A named person, not a shared mailbox
-
History
- Input
- Filed periods
- Output
- What was filed, when, by whom, with the confirmation
Compliance Status FAQ
What buyers ask.
Is this just a calendar?
A calendar tells you a date. This tells you whether the underlying work is possible: whether the return can be drafted, whether the W-9s are in, whether the registration is current. A deadline you cannot meet is more useful known three weeks early than on the day.
Where do the obligations come from?
From your registrations and your activity, rather than a list somebody typed and now maintains. A state you registered in produces its returns automatically, which is why zero-activity returns stop being the ones that get missed.
Does it print due dates?
Dates are configured against your registrations and are yours to keep current. We deliberately do not publish a due-date table in product copy, because states change them independently and a stale date is worse than none.
Can our accountant see it?
Yes, scoped to what they are engaged on. Handing over a shared drive tends to mean handing over everything, so external access is deliberately narrower than internal.
What does the auditor get from this?
The history: what was filed, when, by whom, and the confirmation, held against the period. That is usually the first thing requested and the last thing anybody can find.
See every filing obligation on one board.
Connect your books, free. Obligations come from your registrations and your activity, each with an owner.