Prepare a taxpayer demand, approve it, reconcile the assessment, post it and collect the challan payment.
Assessment Officer raises the demand document for the taxpayer with its lines, accounts, net and tax amounts, and attaches the evidence.
Assessment Officer submits the document. Assessment Reviewer, independent of the officer, approves, returns or rejects the submitted version with a reason.
Assessment Officer submits the authority assessment for the demand. Assessment Reviewer approves it only after checking it against the evidence on the same document.
Assessment Officer posts the approved demand into the open period as a balanced journal.
Collections Officer imports the verified payment from the bank or gateway. A provider event already imported is refused.
Collections Officer applies the receipt to the taxpayer's posted demand, within the receipt and the amount still due.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.