<aside> 🎯
When to use this — something is greyed out, hidden, or refusing to save, and you want the reason in one place. Start here, then follow the link to the full procedure.
</aside>
| Symptom | Cause | What to do |
|---|---|---|
| Complete setup to register (or Requires edit access) | Profile, contact or officers incomplete; Requires edit access means you're a Viewer | The Dashboard tile lists what's missing — WI-2 |
| A jurisdiction in the Register window is amber and can't be ticked | A required document or item is missing | Use the Upload link on the row — WI-3 |
| Register stays disabled inside the window | Date, nexus type, physical details or the terms box missing | Fill in every ticked row — WI-3 |
| Add a state to filings disabled or missing | Profile, bank account or payment method missing; missing entirely means you aren't a Manager | Hover for the list — WI-4 |
| Add to filings disabled | A field blank, account number format wrong, or login not verified | Complete the form and run Validate login — WI-4 |
| A pending state shows Action Needed | HOST found a problem, usually the portal login | Resubmit with fresh credentials — WI-4 |
| Save selection disabled, or no Approve / Reject buttons | An undecided return, a rejection reason under 20 characters, or you aren't a Manager | Decide every row — WI-5 |
| No Upload button on Import Transactions | The upload window (1st–7th) is closed | Wait for the 1st (the pill says when uploads reopen), buy an extension if one is offered on the 8th–9th, or contact your advisor — WI-6 |
| Uploaded file but no transactions appear | Checked, not submitted | Import Transactions → Review → Submit, then wait for HOST's email — WI-6 |
| Needs fixing in Import history | Rows failed validation | Review the list, fix the file, upload again — WI-6 |
| Import shows "deleted — upload the file again" | 7-day retention passed before you submitted | Upload again — WI-6 |
| Export opens the filter panel instead of exporting | Full exports need a date range of up to 3 months | Set start and end dates, Apply, export again |
| Create production key replaced by Data review required | The organization hasn't passed data review | Request it — WI-11 |
| Invite Member missing | You're a Viewer | Ask a Manager — WI-8 |
| Claim credit fails | No organization selected, or you're not its Manager (the row then reads credit awaiting a manager) | Select the right organization — WI-10 |
| Add under Business Officers disabled | No person officer yet, or business type disallows it | Add a person officer first — WI-2 |
| Save disabled on a Company Profile card | Nothing changed yet | Edit a field; the button enables |
| Signed out mid-task | 30 minutes idle | Sign back in; save long forms card by card |
| An organization is greyed out under Awaiting approval | The claim isn't finished | Enter code or wait for the manager — WI-9 |
<aside> 💡
"Passed" on the filing calendar. It means the due date has gone by — not that the return is late. The calendar doesn't know whether HOST has filed; Historical filings does.
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<aside> 💡
Upcoming filings shows last month's period. Correct — the row is the period being filed for. Mid-September, a monthly filer's next return is August's.
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<aside> 💡
Total tax, marketplace tax and tax owed don't add up. They nest: marketplace tax is the part of total tax that facilitators remit; tax owed is what's left for you.
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<aside> 💡
"Couldn't check this one" when validating a portal login. Not a failure — there's no automated check for that state and HOST will confirm by hand. You can add the state.
</aside>
<aside> 💡
Referrals look the same in every organization. Referrals belong to you, not to a business.
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Knowing these saves hunting for a button that isn't there.