My dashboard
When you sign in and open Sage Corporation Tax, you will see My dashboard. You can also open it from Quick Links > My dashboard.
My dashboard consists of the following sections:
Click Show My Companies / Show All Companies / Show Recent Companies to switch between these three views.
| My Companies |
Lists all companies allocated to you on the Company details page and shows the progress status of each. Open any of these companies by clicking its name.
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| All Companies | If you have the correct access rights, you'll see a list of all of the companies in the database. |
| Recent Companies | Shows the companies you've interacted with most recently. Open any of these companies by clicking its name. |
Summarises the information held at
Shows the numbers of companies at the various stages of progress.
- Not started
- Sent to client
- In progress
- Filed
This will show the progress across companies allocated to you, or all companies, depending on which list you have showing in the My Companies / All Companies / Recent Companies pane.
Click any of the four progress stages to open a list of all companies at that stage.
| Accounts data ready to import |
If you have used a Sage accounts production product to prepare your clients' accounts and have chosen to export the accounts information to Sage Corporation Tax, this pane will tell you how many companies are ready to import. Click Import now to show a list of companies with accounts data ready to import. |
| Company data ready to import |
If you have previously used Sage Corporation Tax (powered by ONESOURCE) and have chosen to export data from that product to Sage Corporation Tax, this pane will tell you how many companies are ready to import. Click Import now to show a list of companies ready to import. |
If the navigator does not appear to the left of the page, it can be made visible by clicking the right-arrow towards the top-left corner of the page.
