Documentation | User Guide

Documentation | User Guide

Collection Module

This guide is intended primarily for the user of SIGTAS. It details the procedures and functionalities needed to manage collection cases. It explains how to associate assessments and opening balances with collection cases. The collection module also specifies how to assign agents, officers and contacts to collection cases.

This module is composed of several large sections. Each section is treated individually and presents the main functionalities of the component. This page displays all the functionalities available in the Collection module. The display order of the sections corresponds to that of SIGTAS (left section of the home menu).

In order to lighten the content of the guides, the following sections do not document the procedures for closing, modifying, and deleting, since they apply the same way to all pages. However, these functionnalities are described in more detail in the Close, Edit, and Delete section of the About SIGTAS guide.

To access the guides, click on the following link:

  • Collection Cases

Reports

SIGTAS provides users with a series of interactive reports allowing them to generate data according to various parameters. To learn how to generate and print interactive reports, click the following link: Reports.

To access the reports:

  1. Go to the Collection module;
  2. Choose the Reports option;
  3. Click on the report you wish to display.

The reports in the Collection module are, according to your parameters:

  1. Cases Needing Collection. This interactive report displays cases needing collection based on various search criteria such as the Tax Division, Income Type, etc. (520:10009);
  2. Collection per Occupation/Activity Monthly Report. This report is used to print the collection per occupation or activity based on various search criteria such as the Tax Division, Region, etc. (520:10001);
  3. Collection Cases with Details. This interactive report displays the list of collection cases based on various search criteria such as Open Date From and To, etc. (520:10002);
  4. Collection Case. This interactive report prints the collection case based on various search criteria such as TIN, Taxpayer name, etc. (520:10002);
  5. Collection Case Contacts. This report displays the list of collection case contacts, based on different criteria like the cases to be included, the expected next contact date, etc. (520:10014);
  6. Collection Case Summary. The report displays a summary of the collection cases, based on several criteria like the start date and the end date. (520:10013);
  7. Outstanding Amounts This report displays the outstanding amounts based on the tax division, the minimum and maximum outstanding amounts. (520:10015);
  8. Debt Reduction Due to Collection Case Action. This report displays the debt reduction due to collection case action, based on the tax division, the open and close dates, etc. (520:10016);
  9. Arrears Distribution Statistics. This report displays the statistics of arrears ditribution based on the tax type and other criteria. (520:10017).