How platform administrators release statutory tax rules
For your Pixie CRM team: Follow the Statutory Tax Rules workflow in Pixie CRM to tform administrators release statutory tax rules.
Before you start
Required access: Platform context and Manage controlled tax rules. The module must be enabled and its installed version ready for your workspace. Select the intended taxpayer, authority and period before changing a record.
How platform administrators release statutory tax rules
- Create a statutory rule draft with Tax regime, Tax year, Rule key, Version, Authoritative source and Rule definition JSON.
- Choose Create checksum-protected draft.
- Follow the available Send to review, Send to testing and Approve stages with the required independent evidence.
- Publish only a rule that passes the controlled release requirements; verify its state in Rule release register.
Controls and limits
- This is a platform compliance function, not ordinary tenant configuration.
- A published software rule does not replace official statutory guidance or certify an unavailable filing connector.
Check the result
Reopen the affected record and confirm the taxpayer, period, saved values and status. For external actions, inspect the actual authority acknowledgement or settlement evidence; a local saved or queued state is not acceptance.
If you cannot continue
Read the displayed validation or readiness message. Check the module version, role, source scope, authority, period and current approval evidence. If another person changed the record, refresh and review the current version. Give support the screen, error wording and correlation reference; keep passwords, one-time codes and tax identifiers out of public messages.