Stay on track and easily manage an employee's tax compliance on a case record! ⚖️
Accessing Tax Details
On a case record. Select Taxes on the navigation menu or by scrolling down to the Taxes section.
Adding a New Tax Detail
To add a new Tax record, click on the "+" button to add new information.
Once you have filled in the information, click on the "Save" button to record the new Tax Detail to the case.
Tax Types and Tax Status
Users select from the following Tax Types along with the available Tax Status
Tax Briefing
Notified
Initiated
Started
No Agreement Exists
Expired/Closed
Not Applicable
Tax Return
Questionnaire Sent
Questionnaire Started
In Preparation
In Review
Prepared
Delivered
Non-Compliant Taxpayer
No Employee Response
No Agreement Exists
Expired/Closed
Not Applicable
Tax Equalization
Eligible
Initiated
Started
Completed
No Filing Required
No Employee Response
Non-Compliant Taxpayer
Declined
Cancelled
Tax Reconciliation
Eligible
Initiated
Started
Completed
No Filing Required
No Employee Response
Non-Compliant Taxpayer
Declined
Cancelled
Amended Tax Reconciliation
Eligible
Initiated
Started
Completed
No Filing Required
No Employee Response
Non-Compliant Taxpayer
Declined
Cancelled
Tax Payment
Initiated
Pending
Completed
No Filing Required
No Employee Response
Non-Compliant Taxpayer
Tax Refund
Initiated
Pending
Completed
No Filing Required
No Employee Response
Non-Compliant Taxpayer
💡Note: A field for tracking Questionnaire Due Date is included for Tax Returns.
Editing Tax Details
On the Taxes section, select a Tax Detail to edit by clicking on the Taxes record, or by clicking on "...".
Once you make the changes, click on the "Save" button to apply the modified details to the Tax record.
Adding Attachments or Documents to a Tax Detail
On a Tax record, there is an option to add or view attachments related to the record.
To add a document to a Tax Record, click on the Document icon, and a sidebar with a file attachment will appear. You can click on the file uploaded to navigate through the files on your computer, or you can drag and drop the relevant documents associated with the record.
The documents uploaded in a tax detail record will only appear in that record, you can also Download or Delete them if necessary by clicking on the three-dotted icon next to the document.
Commenting and Mentions in a Tax Detail
You can utilize the messaging feature on each Tax Detail record by clicking on the Comment icon. To keep track of the discussions relating to a specific case record.
You can mention a team member on the messaging to notify that member when they are tagged in a message. This will send a notification through the in-app notification and also through email.
You can also set the permissions on the comments posted by selecting if anyone can see the comment or only Mobility and Admin roles can view the comment.
