Documentation | User Guide

Documentation | User Guide

Activities Assessment module

  • Access to Assessment module
    • Print remittance forms for a taxpayer
    • See documents in batch
      • Create remittances in batch
      • Create installment notices in batch
      • Create immediate assessments in batch
      • Modify document status
      • Print documents in batch
    • Capture a remittance associated to a batch assigned to the user
      • Capture a reception date greater than or equal to the printed date of a remittance associated to a batch assigned to the user
        • Capture a reception date prior to the printed date of a remittance associated to a batch assigned to the user
      • Capture a remittance, individual or in batch (calculate assessment, print notice and reverse manual penalties)
        • Capture a reception date greater than or equal to the printed date of a remittance, individual or in batch
          • Capture a reception date prior to the printed date of a remittance, individual or in batch
    • Capture a reassessment associated to a batch assigned to the user
      • Capture a reassessment (calculate assessment, print notice and reverse manual penalties)
    • Capture an estimated assessment associated to a batch assigned to the user
      • Capture an estimated assessment (calculate assessment, print notice and reverse manual penalties)
    • Print an immediate assessment and print the notice
    • See user's batches in his tax division
      • See all batches in user's tax division
      • See user's batches in all tax divisions
      • Manage all batches (create, modify, modify status, print notices)
    • Approve a reassessment
    • Forcing a reassement even if the previous one was not paid
    • Approve an estimated assessment
    • See user's assessments in his tax division
      • Modify checkbox Suspicious Return
      • Reassess an immediate assessment
      • See user's assessments in all tax divisions
      • See all assessments in user's tax divisions
    • See fiscal roles
      • Manage fiscal roles
    • See exonerated projects
      • Manage exonerated projects
        • Approve creation and modification of an exonerated project
        • Close/Block an exonerated project
    • View estimated installment amounts
      • Manage estimated installment amounts
        • Approve or reject an estimated installment amount
        • Discard an estimated installment amount
    • Create installment notices
    • See assessments statistics in user's tax division
      • See assessments statistics in all tax divisions
    • See remittances statistics in user's tax division
      • See remittances statistics in all tax divisions
    • Manage Building Tenants
    • Update assessments