Assessment reconciliation

Step by step

1. Attach the evidence Assessment Officer

   Assessment Officer attaches the assessment order, notices and calculations to the demand document.

   • Evidence on file
   • Updates Record attachments

2. Record the assessment Assessment Officer

   Assessment Officer records the jurisdiction, assessment date, assessed amount and authority reference.

   • Assessment Draft
   • Updates Tax assessments

3. Submit Assessment Officer

   Assessment Officer submits the assessment, and the submitted version is frozen.

   • Assessment Submitted
   • Updates Tax assessments

4. Decide Assessment Reviewer

   Assessment Reviewer checks the assessment against the evidence on the same document and approves or rejects it, recording the decision date.

   • Assessment Approved or Rejected
   • Updates Tax assessments, Review decisions, Operation receipts
   ApprovalA person approves before the work moves on.

5. Complete Assessment Reviewer

   Approved assessments are marked Completed and appear in totals by jurisdiction.

   • Assessment Completed
   • Updates Tax assessments

Assessment Officer

, Assessment Reviewer, Revenue Accountant.