Improved
Choose when Mendiola starts checking a company's returns
Each company has a Check returns due from month, and returns are expected by their due date, not their period end.
In this guide
Tax filings now decides which returns a company owes by their due date. Before, a return was expected only if its period ended after the company's start, so last year's December, fourth-quarter and annual returns, all due this year, could go unchecked.
Set the month
Each company has one Check returns due from month. Find it in Add company → Tax forms and in Company settings → Tax & closing → Tax forms. It starts at January of the current year.
Tax filings expects every return due on or after that month, whatever period it covers. Anything due earlier still shows when it is in Juan, but is never flagged missing or overdue. Picking a later month shows a warning, because returns due before it are no longer checked; it is allowed when someone else was filing them.
You may see more rows
After this change, some companies show last year's returns as Missing in Juan. Use Mark as filed… on a row filed outside Juan, or move the company's month if Mendiola should not check them.
Adding a company is also quicker: Mendiola no longer waits for the full contact list to sync before showing the next step.