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When to use this — the Dashboard or Filings page shows Approve your filings with "N prepared returns need your sign-off", or you've been emailed that returns are ready. Respond by the date shown.

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Before you start

• [ ] Your own sales and tax report for the period, to compare against each return's tax amount
• [ ] If you'll reject anything: a clear explanation of what's wrong (at least 20 characters), and any supporting file
• [ ] You're a Manager of the organization; everyone else sees the returns without buttons

Steps

1. Open the Approve your filings panel on the Dashboard or the Filings page.
2. For each row, compare the period dates and total remittance with your records, then click Approve or Reject. (Approve all / Reject all are available.)
3. If anything is rejected, fill in Why are you rejecting? (20 characters minimum; the box counts down until Save unlocks) and, if useful, Attach files.
4. Click Save selection. You'll see "Submitted: N approved, N rejected."

Done when

• The panel disappears, or reads Nothing to approve right now. Returns you rejected stay listed under Being reworked (marked Issue, no buttons) until HOST re-presents them
• Approved returns later appear under Historical filings as Filed

Guidelines

• All or nothing. Every row needs a decision and nothing is sent until you click Save selection.
• Reject with a reason HOST can act on — "TX should be $1,240; see attached report" — not just "wrong".
• Approving authorizes HOST to file and remit; the filings bank account is debited for the remittance.
• Respect the Respond by date. A late approval can mean a late filing.

FAQ