Recurring obligations
Track monthly, quarterly, annual, and custom filing frequencies by client and state.
AtomicTax turns recurring state obligations into one firm-wide calendar with owners, internal dates, client requests, review status, and confirmation records.
Track monthly, quarterly, annual, and custom filing frequencies by client and state.
Set report-request and review dates ahead of the state due date so work has room to move.
Filter what is due, overdue, waiting on clients, ready for review, filed, and confirmed.
Assign preparers and reviewers so every obligation has a responsible team member.
Tie missing files and follow-ups to the correct client, state, and period.
Store confirmation details and notes with the completed obligation.
Join AtomicTax early access and help shape the sales tax workflow your team needs.