The Review Queue

To ensure quality control and minimize liability, Complyax utilizes a mandatory sign-off process for important filings, provided the setting is enabled in your firm’s configuration.

How it Works

Accountants cannot directly submit VAT returns or send final HMRC responses. Instead, their workflow is:

1. Prepare the draft or run the reconciliation.
2. Resolve any anomalies or missing records.
3. Click Ready for Approval.

Admin Approval

Once an item is marked as ready, it flows into the Review Queue, which is only accessible by Firm Administrators.

• From the Dashboard, Admins can open the Awaiting Approval panel.
• They will see a centralized list of all pending VAT returns, HMRC letters, and Management Account reports.
• The Admin can click into any item to review the accountant’s work.
• If everything looks correct, the Admin clicks Approve, authorizing the final submission.
• If changes are needed, they can kick it back to the accountant with notes.

This workflow guarantees that a senior pair of eyes reviews all critical compliance documents before they leave the firm.