There are default date ranges set up in Sovos Filing for every return. Transaction data will be selected from these date ranges when a return is populated, but you can also set up custom date ranges to suit your organization's needs.
- Go to Settings > Filing Frequencies.
- Click Add Frequencies.
- Enter a name for the frequency and the first filing year it should apply to, then click Add.
- Enter the date range for each month, then click Save.
To assign this custom frequency to a Legal Entity, go to Settings > Legal Entities and select the frequency from the Filing Frequency dropdown menu.