How to discover and record US tax obligations
For your Pixie CRM team: Follow the Obligations workflow in Pixie CRM to discover and record us tax obligations.
Before you start
Required access: Prepare returns / applicable obligation permission. 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 to discover and record US tax obligations
- Select Taxpayer and Tax year, then choose Run obligation discovery.
- Review discovered authority, tax type, return, period and due date.
- For an obligation requiring manual evidence, complete Taxpayer, Authority, Tax type, Return, Tax year and Due date under Add obligation manually.
- Choose Add obligation and check the Federal, state & local obligations register.
Controls and limits
- Discovery depends on registrations and verified capability/rule evidence.
- A missing result is not evidence that no filing obligation exists; verify the applicable official requirement.
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.