Understanding your dashboard

Your WeFile dashboard is the central hub for managing your company's compliance. It is designed to provide immediate clarity on what needs your attention.

Overview Cards

At the top of your dashboard, you will find summary cards indicating the status of your current tasks. This includes counts for 'Draft' filings, 'In Progress' tasks, and 'Completed' submissions. Clicking on any of these cards will filter your main view.

Upcoming Filings & Notifications

A dedicated section highlights any deadlines approaching within the next 30, 60, or 90 days. If an action requires your immediate attention (such as a rejected submission that needs fixing or a fast-approaching deadline), it will appear here as a high-priority alert.

Quick Actions

From the dashboard, you can use quick action buttons to instantly start a new CT600 filing, submit dormant accounts, or add a new company to your portfolio without navigating through multiple menus.

Filings & Companies

The core of the dashboard allows you to toggle between your Companies and your Filings. The Companies view shows all registered entities under your account. The Filings view provides a timeline of your historical and upcoming tax returns, complete with status indicators.

Invoices & Support

The side navigation provides quick access to your billing history under Invoices, where you can download PDFs for your records. The Support section allows you to raise tickets directly with our team if you encounter any technical issues.