Go to Filing Preparation under Taxes in the sidebar.
Review the tasks Freedom recommends ahead of the upcoming filing period.
Select an item to see what's needed, complete it, and mark it done. Work through every item on the list before the filing is due — once everything is checked off, your account is ready for that filing.
Note: The checklist is available once your company setup is complete, you have no blocking action items, and you've added at least one employee or contractor. If your company setup isn't finished or you still have blocking action items, take care of those from Home — they're listed under Action items. If you haven't added anyone yet, add employees or contractors from People first.