Overview
This guide will walk you through the simple steps to review and approve unfiled filings in Kintsugi. Following these instructions will help ensure your filings are accurate and processed on time.
Step 1: Log in to your Kintsugi account
1.1. Open your web browser and go to Kintsugi log in page.
1.2. Enter your username and password, then click Log in.
Step 2: Access Filings and Filter for Unfiled Filings
2.1. Once logged in, look for the left-side menu and click on Filings.
2.2. On the Filings page, click the Filter button.
2.3. In the filter options, find the Status dropdown, and tick the Unfiled checkbox.
2.4. Click Apply to display only the filings that are awaiting approval.
Step 3: Select a filing to approve
3.1. Hover over the selected filing you wish to approve.
3.2. Click the Approve button on the right side of that filing’s row.
Step 4: Review and Approve the filing
4.1. Carefully review all filing details shown in the pop-up window.
4.2. Carefully examine the information.
4.3. Once all details are confirmed, click the File button.
4.4 The Tax Operations team will automatically be notified to process your filing.
Important Notes
Editing Deadline: Make sure to finalize all necessary changes to unfiled filings before clicking "Approve" at least three (3) business days before the 15th of the month.
Don’t forget to manually approve any unfiled filings at least three (3) business days before the 15th of the month if you’ve enabled Pause Filing. If you don’t, the filing won’t be processed since pausing a filing deactivates the automation.
Pro Tips for Efficient Filing
Regular Review: Get into the habit of reviewing your filings regularly to prevent any last-minute issues or delays.
Quick Search: Use the filter options to quickly locate and manage your unfiled filings.
Need help?
For further concerns, we're always here to help. If you can't find the answer you're looking for, please reach out to us using the chat bubble in the bottom right corner.
