# Review tax treatment and retain filing evidence

> Reconcile the case's configured source treatment without turning a training assumption into a tax conclusion.

_Updated: 2026-10-07_

## Continue the Acme case

The machine invoice is **$6,000**, customer invoice **$9,000** and payroll **$2,000**. The course uses zero-tax documents solely to explain the [accounting chain](/en/learn/accounting-payroll). It does not establish that Acme is exempt or has no filing obligations.

## Role and prerequisites

The tax specialist uses the applicable accepted jurisdiction pack, reporting period and approved company treatment. An independent assigned reviewer decides the required tax-evidence dossier in Core. If the installed release has no applicable pack, regulated calculation or filing is a blocked prerequisite, not a successful zero return.

## Prepare the evidence

1. Select the October source and business reference. Confirm the company, jurisdiction, type of tax, basis, rate and period provided by the approved configuration.
2. Calculate only the supported treatment. Inspect taxable basis, amount and source evidence; do not change a ledger balance directly to make a return agree.
3. Reconcile the calculation to the relevant AP/AR/payroll sources and GL acknowledgements. Explain a difference in the appropriate source or configuration change process.
4. Prepare the permitted liability, tax or withholding report and filing evidence for independent review. Retain the exact calculation/report revision, preparer and reviewer.
5. When a supported external submission occurs, retain its actual receipt and status separately. A reviewed internal dossier is not proof that an authority accepted a return.

## Verify the saved result

The training sources retain their stated zero treatment and matching totals, or the applicable missing prerequisite is visible. No invented filing receipt or legal exemption appears. A later approved correction preserves the earlier evidence instead of silently changing a closed period.

The course's simplified close has **no tax journal**. If you practise a configured nonzero calculation, document it and update the closing control totals accordingly. Continue to [month-end close](/en/learn/accounting-close).