Tax Investigation

THIS FEATURE IS ONLY AVAILABLE IF ACCOUNTANCY AND TAX INVESTIGATION MODULES IS ENABLED

To see a list of tax investigation jobs in the system, click jobs>Tax Investigation.

The list of jobs will contain the business it relates to, job name and when next alert is due. If a job is overdue, ie next alert has past a red flag will be shown.

To filter on which jobs to display use the status filter, the options available are open,closed and all jobs.
To view the job details click on either job name or next alert for that job. Clicking on the business name will take you to the history page of that business.

Adding Jobs

To add a job, view the history page of the required business and ensure that the accountancy pod is enabled. Click on the + button on the Tax Investigation row.

Viewing Jobs

To view a job you can either click on the job in the job list view or by clicking on the job name in the accountancy pod on the business history page.

Job Flow

Once each stage of a job is completed the relevant date field should be filled in. On saving, the next alert date will be calculated.

The following buttons are available on this page

  • Mark as Completed – Once a job has been completed hit the Mark as completed button and this will close the job.
  • Save – Exits and if any changes that have been made will be saved, status of job will be updated and next alert date will be calculated.
  • Delete – Deletes the job
  • Cancel – Exits without submitting any changes made.

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