The table below describes the authorized activities in the Tax Account 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 29 activities allowed in the Tax Account module are as follows:
| Activity No | Activity | Action | Access | Authorized Activity |
|---|---|---|---|---|
| 1. | Access to Tax Account module (503) | See | Home menu of the Tax Account module | 1. |
| 1.1 | See tax accounts created by the user in his tax division | See | Menu Tax Accounts/page List of Tax Accounts (503:2000)/page Tax Account (503:2001) | 1.1 + 1. |
| 1.1.1 | Manage tax accounts | Manage | Menu Tax Accounts/page List of Tax Accounts(503:2000)/page Tax Account (503:2001) | 1.1.1 + 1.1 + 1. |
| 1.1.1.1 | Modify tax accounts registration date | Manage | Menu Tax Accounts /page Tax Account (503:2001) | 1.1.1.1 + 1.1.1 + 1.1 + 1. |
| 1.1.1.2 | Modify tax accounts currency | Manage | Menu Tax Accounts/page Tax Account (503:2001) | 1.1.1.2 + 1.1.1 + 1.1 + 1. |
| 1.1.1.3 | Modify lease amount after immediate assessment is printed | Manage | Menu Tax Accounts/page Tax Account (503:2001) | 1.1.1.3 + 1.1.1 + 1.1 + 1. |
| 1.1.1.4 | Modify tax accounts close date | Manage | Menu Tax Accounts/page Tax Account (503:2001) | 1.1.1.4 + 1.1.1 + 1.1 + 1. |
| 1.1.1.5 | Confirm VAT imposition base | Specific | Menu Fonctionalities - Imposition Bases of VAT Tax Accounts/page Imposition Bases of VAT Tax Accounts (503:6003) | 1.1.1.5 + 1.1.1 + 1.1 + 1. |
| 1.1.1.6 | Manage Taxpayer Tax Period Adjustments | Manage | Menu Fonctionalities - Taxpayer Tax Period Adjustments/page Adjustment (503:2029) | 1.1.1.6 + 1.1.1 + 1.1 + 1. |
| 1.1.1.6.1 | Approve Adjustments | Specific | Menu Fonctionalities - Taxpayer Tax Period Adjustments/page Adjustment (503:2029) | 1.1.1.6.1 + 1.1.1.6 + 1.1.1 + 1.1 + 1. |
| 1.1.2 | Manage inactivity period cases | Manage | Menu Tax Accounts - page Tax Account (503:2001)/Menu Inactive Periods/page List of Inactivity Period Cases (503:2006) | 1.1.2 + 1.1 + 1. |
| 1.1.2.1 | Approve inactivity period cases | Specific | Menu Tax Accounts - page Tax Account (503:2001)/Menu Inactive Periods/page List of Inactivity Period Cases (503:2006) | 1.1.2.1 + 1.1.2 + 1.1 + 1 |
| 1.1.2.1.1 | Modify approved inactivity period cases | Manage | Menu Inactivity Periods/page List of Inactivity Period Cases (503:2006) | 1.1.2.1.1 + 1.1.2.1 + 1.1.2 + 1.1 + 1. |
| 1.1.3 | Manage manual transactions | Manage | Menu Manual and Transfer Transactions/page Manual Transaction (503:2011) | 1.1.3 + 1.1 + 1. |
| 1.1.3.1 | Pre-approve manual transactions | Specific | Menu Manual and Transfer Transactions/page Manual Transaction (503:2011) | 1.1.3.1 + 1.1.3 + 1.1 + 1. |
| 1.1.3.1.1 | Approve Manual Transactions | Specific | Menu Manual and Transfer Transactions/page List of Manual and Transfer Transactions (503:2010) | 1.1.3.1.1 + 1.1.3.1 + 1.1.3 + 1.1 + 1. |
| 1.1.4 | Manage transfer transactions | Manage | Menu Manual and Transfer Transactions/page Transfer Transaction (503:2015) | 1.1.4 + 1.1 + 1. |
| 1.1.4.1 | Pre-approve transfer transactions | Specific | Menu Manual and Transfer Transactions/page Transfer Transaction (503:2015) | 1.1.4.1 + 1.1.4 + 1.1 + 1. |
| 1.1.4.1.1 | Approve transfer transactions | Specific | Menu Manual and Transfer Transactions/page List of Manual Transactions and Transfers (503:2010) | 1.1.4.1.1 + 1.1.4.1 + 1.1.4 + 1.1 + 1. |
| 1.1.5 | Manage reports | Manage | Menu Tax Accounts/page Tax Account (503:2001) | 1.1.5 + 1.1 + 1. |
| 1.1.6 | Manage opening balances | Manage | Menu Opening Balance References/page Opening Balance Reference (503:2024) | 1.1.6 + 1.1 + 1. |
| 1.1.6.1 | Approve opening balances | Specific | Menu Opening balances/page List of Opening Balance References (503:2023) | 1.1.6.1 + 1.1.6 + 1.1 + 1. |
| 1.1.6.2 | Reverse an opening balance | Specific | Menu Opening Balance Reference/page List of Manual Opening Balance References (503:2023) | 1.1.6.2 + 1.1.6 + 1.1 + 1. |
| 1.1.7 | Manage tax account transfers | Manage | Menu Transfer Taxpayers - Transfer Taxpayers/page Transfer Taxpayers (503:3030)/page Transfer Tax Accounts (503:3025)/Menu Reports - Transfer History of Tax Accounts/page Transfer History of Tax Accounts (503:2028) | 1.1.7 + 1.1 + 1. |
| 1.1.8 | See all tax accounts in user's tax division | See | Menu Tax Accounts/page List of Tax Accounts (503:2000)/page Tax Account (503:2001) | 1.1.8 + 1.1 + 1. |
| 1.1.9 | See tax accounts created by the users in all tax divisions | See | Menu Tax Accounts/page List of Accounts Tax (503:2000) /page Tax Account (503:2001) | 1.1.9 + 1.1 + 1. |
| 1.2 | See and print account statements in batch | See | Menu Documents in Batch - Account Statements/page List of Jobs - Account Statements (503:2022) | 1.2 + 1. |
| 1.2.1 | Manage tax account statements in batch | Manage | Menu Documents in Batch - Account Statements/page List of Jobs - Account Statements (503:2022) | 1.2.1 + 1.2 + 1. |
| 1.2.1.1. | Change status of the tax account statements in batch | Specific | Menu Documents in Batch - Account Statements/page List of Jobs - Account Statements (503:2022) | 1.2.1.1 + 1.2.1 + 1.1 + 1. |