Filing Cards
How do I change the status of a card
You will need to navigate to the card/s in question, select the edit button in the cards status window: You will then see a new window pop up with a drop down to select the status you want to change it to: (If you change it to current but the due ...
How do I change the payment status of a tax filing?
How do I change the payment status of a tax filing? Instructions From the left-hand side of the screen, click on Work Space. Select the relevant card on the Workflow board. Click the Edit Payment/ Refund details button. Modify the details as required ...
How do I add a note to a card?
How do I add a note to a card? Instructions From the Workspace, click on the relevant card. From the Tax Filing Notes section on the right-hand side, click the plus sign. In the Notes window, click the plus sign. Give the note a name, add a note and ...
How do I add files to a card?
If you click on a tax filing card, you will now see an improved way to upload files: There are two ways of uploading files to a tax filing card: Drag and drop Select the files you would like to upload from the relevant folder and drag the pointer ...
Retrospective cards
Introduction When we add tax filings to Konsise, we select a first filing period. This first filing period represents the first card that is created for that tax filing in Konsise. Cards are then created for 5 years into the future, i.e prospective ...
History
Within each card you will find a History tab: All activity that takes place within a card will be logged in the History tab. This includes the date and time of the activity as well as who performed it. The activities include: Updating the Card Status ...
What file types can I upload to Konsise?
The following types of files can be uploaded to Konsise: Valid File Types: File extensions: Adobe Acrobat Portable Document Format .pdf Bitmap Image File .bmp Microsoft Word Document .doc Microsoft Office Open XML .docx Graphics Interchange Format ...
Can I upload two attachments with the same name in the same location?
Currently there is no limitation on uploading attachments with the same name. Therefore, both these attachments will be uploaded to the card. However, the created date will reflect the difference in the files, if they were uploaded on different days. ...
What is Analytical Review?
There are two types of Analytical review built into the VAT filing card, namely: Analytical Review (MoM) Analytical Review (YoY) Month on Month (MoM) Analytical Review Analytical review provides users with a view of their current periods VAT return ...