Notice review and approval

Step by step

1. Register notice Filing Specialist

   Filing Specialist records the organization, registration, period, notice date and due date.

   • The notice has the correct entity and registration.
   • Updates Tax notices, Tax registrations

2. Check notice lines Tax Accountant

   Tax Accountant compares line amounts, tax codes and accounts with the notice total.

   • Discrepancies stay with the preparer.
   • Updates Notice lines, Tax accounts, Tax notices

3. Review notice Tax Manager

   Tax Manager checks the amount, due date and supporting file before deciding.

   • The manager knows what is being approved.
   • Updates Tax notices, Filing evidence

4. Approve notice Tax Manager

   Tax Manager uses the native action on a Pending Approval notice. A review decision and operation receipt record the decision and result.

   • Pending Approval becomes Approved after the recorded decision.
   • Updates Tax notices, Review decisions, Operation receipts
   ApprovalA person approves before the work moves on.

5. Schedule payment Treasury Analyst

   Treasury Analyst links a Scheduled payment to the approved notice and checks the registration.

   • The payment points to the obligation.
   • Updates Tax payments, Tax notices

Filing Specialist

Enters the notice; Tax Accountant checks lines; Tax Manager approves; Treasury Analyst prepares the linked payment.