How To Filter and Search for Specific Data in Tax Management List Page

To streamline your workflow in managing tax group data, the Tax Management list page offers a powerful set of search and filter functions. This feature enables you to efficiently locate specific tax groups by searching for a name, filtering by entitled year, or sorting based on tax group status. Whether you're reviewing draft reports or finalizing annual submissions, this guide helps you access the exact data you need with ease. Explore the steps in the interactive prototype to understand how to apply each search and filter option effectively.

You’ve now learned how to utilize the search and filter tools in the Tax Management list page to find relevant tax group data quickly. By combining multiple criteria—such as name, entitled year, and status—you can narrow down large datasets and boost accuracy in your tax management tasks. Continue to the prototype to apply these functions in practice.