Configure Tax · Tax Report Types

Individual Annual II

View the complete configuration, assigned Tax Entities and Task impact for this independent report type.

Back to listEdit Tax Report Type
ActiveIND-ANN-2Individual · Annual II
Configuration overview
The values currently inherited by future Tax Report Tasks.
Due date and time31 Oct, 17:00
Collection starts07 Apr 2026, 17:00
Required documents7 items
Current revisionv1.3
Configuration sections
Open a section to review or edit its values.
Basic informationIdentity, code and applicable entity type→Reporting schedule31 Oct, 17:00 · 21 days before for collection→Required document checklist7 document items→Governancev1.3 · updated Today, 09:42→
Assigned Tax Entities
Entities that use this Tax Report Type.
  • NH
    Northstar Holdings2 open Tasks
  • GR
    Greenfield Retail1 open Tasks
  • AS
    Acme Services Group3 open Tasks
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Task and reminder impact
Changes to this type affect future generation and open Tasks.
12assigned Entities
12open Tasks
31terminal Tasks protected

Archiving prevents new Task generation and reminder processing while preserving historical records.