How do I complete a compliance event?

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When you've finished a tax compliance event, mark it complete.

Once you have completed the necessary steps for an upcoming compliance event, click your business name in the upper-right corner and select Taxes from the drop down menu.

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Locate the completed compliance event and click the Mark Complete button beside it. 

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You will receive a confirmation message at the top of the screen.

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Next, go to the Documents & Filings tab in the Compliance Center, find the compliance event and attach all relevant documents. 

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Now, you can easily access important documents based on the date and compliance event type. The documents you download here can also be found under the Documents section in the Client Uploads folder. 

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