Create custom filing frequencies

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.

  1. Go to Settings > Filing Frequencies.



  2. Click Add Frequencies.



  3. Enter a name for the frequency and the first filing year it should apply to, then click Add.



  4. 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.