The table below describes the authorized activities in the Assessment module.
For more information on how to assign roles to a user and associate activities with a role, click on the following links: Assign a role to a user and Assign an activity to a role.
The 48 activities allowed in the Assessment module are as follows:
| Activity No | Activity | Action | Access | Authorized Activity |
|---|---|---|---|---|
| 1. | Access to Assessment module (502) | See | Home menu of the Assessment module | 1. |
| 1.1 | Print remittance forms for a taxpayer | Manage | Menu Taxpayer Documents - Remittance - page Remittance Form for a Taxpayer (502:3001) | 1.1 + 1. |
| 1.2 | See documents in batch | See | Menu Documents in Batch - Installments - page List of Jobs - Installment Notices (502:7003)/Menu Functionalities - Immediate Assessments - page List of Immediate Assessments Batches (502:4005)/Menu Documents in Batch - Remittances - page List of Jobs - Remittances (502:3003)/Menu Functionalities - Batches - page Batch (502:3004)/Menu Documents in Batch - Assessment Notices - page List of Jobs - Assessment Notices (502:3010) | 1.2 + 1. |
| 1.2.1 | Create remittances in batch | Manage | Menu Documents in Batch - Remittances - page List of Jobs - Remittances (502:3003) | 1.2.1 + 1.2 + 1. |
| 1.2.2 | Create installment notices in batch | Manage | Menu Documents in Batch - Installments - page List of Jobs - Installment Notices (502:7003) | 1.2.2 + 1.2 + 1. |
| 1.2.3 | Create immediate assessment in batch | Manage | Menu Documents in Batch - Assessment Notices - page List of Jobs - Assessment Noticest (502:3010) | 1.2.3 + 1.2 + 1. |
| 1.2.4 | Modify document status | Manage | Menu Documents in Batch - Remittances - page List of Jobs - Remittances (502:3003) | 1.2.4 + 1.2 + 1. |
| 1.2.5 | Print documents in batch | Manage | Menu Documents in Batch - Remittances - page List of Jobs - Remittances (502:3003)/Menu Documents in Batch - Assessment Notices - page List of Jobs - Assessment Notices (502:3010)/Menu Documents in Batch - Installments - page List of Jobs - Installment Notices (502:7003) | 1.2.5 + 1.2 + 1. |
| 1.3 | Capture a remittance associated to a batch assigned to the user | Capture | Menu Assessments - page List of assessments (502:1001)/page Assessments (502:2005) | 1.3 + 1. |
| 1.3.1 | Capture a reception date greater than or equal to the printed date of a remittance | Capture | Menu Functionalities - Batches - page Batch (502:3004) | 1.3.1 + 1.3 + 1. |
| 1.3.1.1 | Capture reception date prior to the printed date of a remittance associated to a... | Capture | Menu Functionalities - Batches - page Batch (502:3004) | 1.3.1.1. + 1.3.1 + 1.3 + 1. |
| 1.3.2 | Capture a remittance individual or in batch (calculate assessment, print notice and ... | Capture | Menu Functionalities - Batches - page Batch (502:3004) | 1.3.2 + 1.3 + 1. |
| 1.3.2.1 | Capture a reception date greater than or equal to the printed date of a remittance | Capture | Menu Functionalities - Batches - page Batch (502:3004) | 1.3.2.1 + 1.3.2 + 1.3 + 1. |
| 1.3.2.1.1 | Capture a reception date prior to the printed date of a remittance, individual... | Capture | Menu Functionalities - Batches - page Batch (502:3004) | 1.3.2.1.1 + 1.3.2.1 + 1.3.2 + 1.3 + 1. |
| 1.4. | Capture a reassessment associated to a batch assigned to the user | Capture | Menu Assessments - page List of assessments (502:1001)/page Assessment (502:2005) | 1.4 + 1. |
| 1.4.1 | Capture a reassessment (calculate assessment, print notice and reverse manual penalty) | Capture | Menu Assessments - page Assessment (502:2005) | 1.4.1 + 1.4 + 1. |
| 1.5 | Capture an estimated assessment associated to a batch assigned to a user | Capture | Menu Assessments - page Assessment (502:2005) | 1.5 + 1. |
| 1.5.1 | Capture an estimated assessment (calculate the assessment, print the notice and reverse the penalties) | Capture | Menu Assessments - page Assessment (502:2005) | 1.5.1 + 1.11 + 1. |
| 1.6 | Print an immediate assessment and print the notice | Manage | Menu Taxpayer's Documents - Immediate Assessment - page Immediate Assessment (502:4001) | 1.6 + 1. |
| 1.7 | See the user's batches in his tax division | See | Menu Functionalities - Batches - page Batch (502 3004) | 1.7 + 1. |
| 1.7.1 | See all batches in the user's tax division | See | Menu Functionalities - Batches - page Batch (502 3004) | 1.7.1 + 1.7 + 1. |
| 1.7.2 | See all batches in all tax divisions | See | Menu Functionalities - Batches - page Batch (502 3004) | 1.7.2 + 1.7 + 1. |
| 1.7.3 | Manage all batches (create, modify, modify status, print notices) | Manage | Menu Functionalities - Batches - page Batch (502 3004)/page List of Batches (502:3005) | 17.3 + 1.7 + 1. |
| 1.8 | Approve a reassessment | Specific | Menu Assessments - page List of Assessments (502:1001)/page Assessment (502:2005) | 1.8 + 1. |
| 1.9 | Forcing reassessment even if the previous one was not paid | Specific | Menu Assessments - page List of Assessments (502:1001))/page Assessment (502:2005) | 1.9 + 1. |
| 1.10 | Approve an estimated assessment | Specific | Menu Assessments - page List of Assessments (502:1001/page Assessment (502:2005) | 1.10 + 1. |
| Activity No | Activity | Action | Access | Authorized Activity |
|---|---|---|---|---|
| 1.11 | See user's assessment in his tax division | See | Menu Taxpayer's Documents - Immediate Assessment - page Immediate Assessment (502:4001)/Menu Assessments - page Assessments (502:2005)/page List of Assessments(502:1001) | 1.11 + 1. |
| 1.11.1 | Modify Checkbox Suspicious Return | Manage | Menu Taxpayer's Documents - Immediate Assessment - page Immediate Assessment (502:4001) | 1.11.1 + 1.11 + 1. |
| 1.11.2 | Reassess an immediate assessment | Specific | Menu Taxpayer's Documents - Immediate Assessment - page Immediate Assessment (502:4001) | 1.11.2 + 1.11 + 1. |
| 1.11.3 | See user's assessment in all tax division | See | Menu Taxpayer's Documents - Immediate Assessment - page Immediate Assessment (502:4001) | 1.11.3 + 1.11 + 1. |
| 1.11.4 | See all assessments in user's tax division | See | Menu Taxpayer's Documents - Immediate Assessment - page Immediate Assessment (502:4001) | 1.11.4 + 1.11 + 1. |
| 1.12 | See fiscal roles | See | Menu Functionalities - Fiscal Rolls - page List of Fiscal Rolls (502 5001)/page Fiscal Roll (502:5002) | 1.12 + 1. |
| 1.12.1 | Manage fiscal roles | See | Menu Functionalities - Fiscal Rolls - page Fiscal Roll (502:5002) | 1.12.1 + 1.12 + 1. |
| 1.13 | See exonerated projects | See | Menu Projects - Exonerated and Suspended Projects - page Exonerated and Suspended Projects (502:6002) | 1.13 + 1. |
| 1.13.1 | Manage exonerated projects | Manage | Menu Projects - Exonerated and Suspended Projects - page Exonerated and Suspended Projects (502:6002) | 1.13.1 + 1.13 + 1. |
| 1.13.1.1 | Approve creation and modification of an exonerated project | Specific | Menu Projects - Exonerated and Suspended Projects - page Exonerated and Suspended Projects (502:6002) | 1.13.1.1 + 1.3.1 + 1.13 + 1. |
| 1.13.1.2 | Close/block an exonerated project | Specific | Menu Projects - Exonerated and Suspended Projects - page Exonerated and Suspended Projects (502:6002) | 1.13.1.2 + 1.13.1 + 1.13 + 1. |
| 1.14 | View estimated installment amounts | See | Menu Functionalities - Estimated Installment Amounts - page Estimated Installment Amounts (502:7000) | 1.14 + 1. |
| 1.14.1 | Manage estimated installment amounts | Manage | Menu Functionalities - Estimated Installment Amounts - page Estimated Installment Amounts (502:7000) | 1.14.1 + 1.14 + 1. |
| 1.14.1.1 | Approve or reject an estimated installment amount | Specific | Menu Functionalities - Estimated Installment Amounts - page Estimated Installment Amounts (502:7000) | 1.14.1.2 + 1.14.1 + 1.14 + 1. |
| 1.14.1.2 | Discard an estimated installment amount | Specific | Menu Functionalities - Estimated Installment Amounts - page Estimated Installment Amounts (502:7000) | 1.14.1.2 + 1.14.1 + 1.14 + 1. |
| 1.15 | Create installment notices | Manage | Menu Taxpayer's Documents - Installment Notice - page Installment Notice (502:7002) | 1.15 + 1. |
| 1.16 | See assessments statistics in user's tax division | See | Menu Statistics - Statistics On Assessments with Remittances - page Statistics On Assessments with Remittances (502:10000) | 1.16 + 1. |
| 1.16.1 | See assessment statistics in all tax divisions | See | Menu Statistics - Statistics On Assessments with Remittances - page Statistics On Assessments with Remittances (502:10000 | 1.16.1 + 1.16 + 1. |
| 1.17 | See remittances statistics in user's tax division | See | Menu Statistics - Statistics On Remittances - page Statistics On Remittances (502:10002) | 1.17 + 1. |
| 1.17.1 | See remittances statistics in all tax divisions | See | Menu Statistics - Statistics On Remittances - page Statistics On Remittances (502:10002) | 1.17.1 + 1.17 + 1. |
| 1.18 | Manage Building Tenants | Manage | Menu Functionalities - Building Tenants - page Building Tenants (502:10031) | 1.18 + 1. |
| 1.19 | Update Assessments | Specific | Menu Assessments - page Assessments (502:2005) | 1.19 + 1. |