Introducing the New Data Upload Flow

We're excited to announce the release of our completely redesigned data upload flow in CrossTax! This major update brings a more intuitive, efficient, and user-friendly experience for managing your VAT data uploads.

What's New?

Three-Column Layout

One of the most significant improvements in our new data upload flow is the introduction of an intelligent three-column layout that adapts to your workflow:

Left Column: Visual Progress Tracker

• Step Navigation - See all four steps at a glance with numbered indicators

• Active Step Highlighting - Know exactly where you are in the process

• Quick Navigation - Jump between completed steps with a single click

• Progress Visualization - Completed steps are clearly marked for easy tracking

Center Column: Context-Aware Action Area

The main workspace dynamically changes based on your current step:

• Upload Step - Large drop zone for files, period selection boxes

• Fine Tune Step - Transaction grid with filtering tools and bulk actions

• Inventory Step - Three-step inventory management workflow

• Overview Step - VAT calculations summary and approval interface

Note: Steps 2 and 3 are applicable dependent on your company type.

Right Column: Always-Accessible File Management

• Persistent File List - Your uploaded files remain visible throughout all steps

• Quick Actions - Download source files or error reports without leaving your current step

Real-Time Processing Status

Stay informed throughout the upload process with our new status indicators:

• Live Progress Tracking - See upload progress for each file

• Processing States - Clear visual feedback for:

  • Files being uploaded

  • Files being processed ("crunched")

  • Successfully processed files

  • Files with errors

• Error Handling - Download error catalogs to quickly identify and fix issues

Smart Period Selection

The new upload flow intelligently helps you select the right period:

• Current Period - Automatically suggests the current VAT period

• Previous Periods - Easy selection of past periods that need data

• Period Validation - Prevents duplicate uploads and guides you to the right period

Enhanced Transaction Editing

The Fine Tune step now includes powerful features for managing your transactions:

• Advanced Filtering - Create complex filters with multiple conditions

• Bulk Actions - Apply changes to multiple transactions at once

Comprehensive Overview

The final step provides a complete picture of your VAT calculations:

• Return Summary - Clear breakdown of VAT amounts by country

• Carry Forward Options - Manage how credit amounts are handled

• Document Downloads - Access analytics files and submission documents

• Approval Workflow - Review and approve returns before submission

Getting Started

The new data upload flow is available immediately for all users. Simply navigate to Data Upload from the main menu or click Start data upload from your dashboard to experience the improvements.