Onboarding timelines

Modified on Tue, 8 Oct at 6:37 PM

General timelines

You can sign up for a Taxually account at any time. However, in order to be able to ensure on-time filings, the onboarding process must be completed by the last day of the month for which you would like us to file for. For example, if you would like us to file for the October reporting period (with filing deadlines generally in November), the onboarding process must have been completed by October 31.

Keep in mind that if there are any issues with accessing filing accounts or there are delays at the tax authority (which are outside our control), this may extend the onboarding timeline. We also require typically 2-4 days to complete

To ensure onboarding is smooth, we recommend:

Having the necessary information to hand
Starting the onboarding as early as possible in case of any delays or invalid information
Ensuring the information provided is accurate and matches the information held by the respective tax authority

Onboarding process

The steps in the onboarding process look as follows:

Extended onboarding timelines

We aim to complete onboarding as quickly as possible in all cases. In the jurisdictions below, the onboarding is longer as we must liaise with the tax authority (sometimes in person) and wait for the authorities to process the authorizations. The extended timelines exist in the following jurisdictions:

Japan: 2-4 weeks
Mexico: 2-4 months
Indonesia: 1-2 months
South Africa: 2-8 weeks
Taiwan: 3-5 weeks

Example

Example.ai would like Taxually to file its tax returns for the reporting period ending September 2024. This includes tax returns for September 2024 as well as for the quarter of July-September 2024. The deadline to complete onboarding is September 30, 2024.

The company completes its onboarding steps on September 20. Taxually then requires 2-5 business days to process the applications and validate the filing credentials. The onboarding was confirmed on September 24 and the filing process commenced on October 1 2024 and Taxually filed the tax returns due in November 2024.