Who prepares, reviews, posts, collects and closes in a tax collection office.
| Role | Taxpayer Demands | Tax Assessments | Review Queue | Collections | Ledger and Periods | Activity and Evidence |
|---|---|---|---|---|---|---|
| Assessment Officer | Edit | Edit | — | View | Edit | Edit |
| Assessment Reviewer | Approve | Approve | Edit | — | Approve | View |
| Collections Officer | View | — | — | Edit | View | — |
| Revenue Accountant | Edit | — | — | View | Edit | Edit |
| Admin | Edit | — | Edit | Edit | — | Edit |
Prepares demand, refund and adjustment documents with their lines and evidence, records authority assessments and posts approved documents.
Starts on: Draft Documents
Independently approves, returns or rejects submitted documents, tax assessments and compensating corrections.
Starts on: Assessments Awaiting Approval
Imports verified payment challans and applies them to the taxpayer's posted demands.
Starts on: Posted Demands
Maintains the chart of accounts and accounting periods, reviews journals and closes periods.
Starts on: Tax Assessment Register
Maintains organizations, taxpayers, team members and access without deciding demands.
Start free, then use Proto to change fields, steps and approvals before your team goes live.