May 12, 2022

Better mapping of tax setup requirements to filing authorization forms

Previously, we required the tax setup for all jurisdictions to be completed before any filing authorization forms could be signed by companies in our company filing authorization component and Onboard step. Now, filing authorization forms are only blocked by the tax setup details needed by that form. For example, if you have a company in 2 states: CA and NY, you can sign the CA filing authorization forms as soon as you complete the CA tax setup and the NY filing authorization forms as soon as you complete the NY tax setup.