Filings

Documentation Index

Fetch the complete documentation index at: https://docs.commenda.io/llms.txt

Use this file to discover all available pages before exploring further.

The Filings tab helps you prepare, review, and track your indirect tax returns across all registered jurisdictions.

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Viewing filings

Go to Indirect Tax and select an entity, then click the Filings tab. You’ll see a list of all filings organized by period and jurisdiction. Each filing shows:

• Period — the month, quarter, or year the filing covers
• Jurisdiction — the state or region
• Due date — when the return must be filed
• Status — draft, ready to file, filed, or overdue
• Amount — the total tax due

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Filing calendar

Commenda generates filings automatically from your active registrations. The calendar uses each registration’s filing frequency (monthly, quarterly, annual) to project the set of filings due for a jurisdiction over a given window. Before generation, your advisor can preview the calendar to see exactly which filings will be created for the selected period — including the start date, end date, and due date of each one. Generating the calendar:

• Creates a filing row for every projected period.
• Writes the jurisdiction’s country and state onto the filing so it shows up alongside V1 filings in your list.
• Opens a service request per filing in ACTIVE, OVERDUE, or FILED state so the task workflow below is ready to start.

If a registration’s frequency changes (for example, a state moves you from quarterly to monthly), the change is captured in the Frequency change logs so you can audit when and why the cadence shifted.

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Filing workflow

Each filing moves through a three-step task sequence that coordinates work between your Commenda advisor and your team. The tasks appear on the filing’s service request so you can track progress and see what’s blocking next steps. Each step only becomes actionable when the previous one completes — for example, you can’t start reviewing transactions until the agent has generated the filing report, and the agent can’t confirm submission until your review is done.

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Working on a filing

Opening a filing gives you everything you need to review, sign off, and keep records in one place.

• Transaction summary — aggregated totals (gross sales, taxable amount, tax collected) computed from the transactions attached to the filing period.
• Prepayments — any prepayments recorded against the filing, shown alongside the net amount still due.
• Documents — upload evidence, returns, or supporting files directly onto the filing. Uploaded documents stay attached to the filing and can be forwarded to collaborators from the chat room.
• Assignment — advisors can assign a specific team member to a filing so it’s clear who owns the next action.
• Lock / unlock — when a filing is ready for review, advisors lock it to freeze the numbers. Unlocking is available if transactions or prepayments need to be corrected before submission.

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Exporting tax breakdowns

From a filing you can export the full tax breakdown for downstream reporting or reconciliation:

• A single-period breakdown for the filing you’re viewing.
• A breakdown with every underlying line item, for audit-level detail.
• A breakdown across a custom date range, useful when reconciling totals that don’t align to a single filing period.

Exports run asynchronously — Commenda returns a job reference and delivers the file once it’s ready.

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EU filings

For entities with European Union tax obligations, Commenda supports EU-specific filing formats and requirements. EU filings include additional fields for intra-community transactions and VAT reporting.

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Filing contributions

Commenda automatically computes VAT return box values for EU and UK filings. These computed values — called filing contributions — map directly to the boxes on your tax return form (for example, box 81 on a German VAT return for domestic supplies at 19%). Filing contributions are generated automatically as part of the regular tax breakdown processing cycle. When your transactions are processed, Commenda:

1. Validates invoices — checks that all transactions attached to the filing have the required address data (for example, a ship-from address) and that any non-reporting-currency invoices have an available FX rate for their transaction date. Transactions that fail validation are flagged with an error code so you can correct them.
2. Converts to reporting currency — for multi-currency filings, converts each invoice’s taxable, tax, and gross amounts from invoice_currency into the filing’s reporting currency (for example, EUR for German returns, GBP for UK returns) using the invoice’s transaction date.
3. Aggregates transaction data — groups transactions by origin country, destination country, transaction type (sale, return, refund), tax rate, product type, customer type, and remitter type.
4. Evaluates box rules — matches aggregated data against the content-defined rules for each box on the tax return. This includes netting sales and returns, and computing formula-based totals that reference other boxes.
5. Writes results — stores the computed values as filing contributions. Each re-run replaces previous results, so contributions always reflect the latest transaction data.

This process supports:

• Country-level filings — standard VAT returns for individual EU member states and the UK
• Union OSS filings — one-stop shop returns that report per-member-state totals for cross-border B2C sales within the EU
• IOSS filings — import one-stop shop returns for distance sales of low-value goods imported into the EU

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Supported EU countries

Filing contributions are available for the following EU member states: Each country includes box rules for domestic sales, domestic purchases, intra-community sales and acquisitions, zero-rated domestic sales, imports, exports, and total output VAT. Sales and returns are automatically netted within each box. To view the computed contributions for a filing, click on the filing to open its detail view. You can also retrieve contributions programmatically using the filing contributions API endpoint.

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Multi-currency filings

When a filing’s transactions are recorded in different currencies than the filing’s reporting currency (for example, USD or GBP invoices on a German EUR return), Commenda converts each transaction’s taxable amount, tax amount, and gross amount into the reporting currency using the FX rate published for the transaction’s date. Single-currency filings — where every invoice is already in the reporting currency — are unaffected and produce the same numbers as before. If an FX rate is missing for any transaction’s date, the contribution sync for that filing fails. Each affected invoice is flagged with TRANSACTION.CURRENCY.FX_RATE_UNAVAILABLE, and no contribution values are written until the rate is backfilled and processing re-runs. This prevents accidentally submitting a return that omits legitimate revenue. The job’s success and failure counts reflect the number of affected versus unaffected invoices, so you can see at a glance how many transactions need attention.