Desk Review Queue Page

Assigning Desk Reviews to a Tax Analyst

The Desk Review Queue allows the Tax Analyst Supervisor to assign transactions to Tax Analysts for a desk review.

Desk Review Elements Label Description
Company Name	Column / Links Displays the company name on the account. To see more company information, click the company name (underlined link).
TID	Column Displays the Tax ID number for the account.
Transaction	Column / Links Reports the transaction number. To see more transaction detail, click the transaction number (underlined link).
Reasons	Data Field Displays the reasons logged by the system that caused the transaction to need repair.
Assign to:	Dropdown menu Open the dropdown menu and select the Tax Analyst to be responsible for resolving issues on the transaction or the account so that the transaction can process.
Action	Assign or Remove There are two buttons move items in the Desk Review Queue. Press the Assign button to assign the transaction to the selected Tax Analyst. Press the Remove button to remove the transaction from the Desk Review list with no further actions taken.
Review Status	Data Field Displays the status of the review. STATUS LIST?
Recommend for Audit	Checkbox The Tax Analyst Supervisor may place a check mark in this checkbox, to provide a flag for the Auditor Supervisor for assignment to audit the transaction. If a check mark is placed in the checkbox, the transaction appears in the master Audit Queue. Tax Analysts will see that this option is visible but not clickable. When the Submit button is pressed, the transaction is moved to the Audit Queue for the Auditor Supervisor to assign.
FTS Home	Button Press the FTS Home button or click the FTS Home link in the top navigation bar to return to the main dashboard display. Or press the “Back” button in your browser.
Submit	Button Press the Submit button to assign the transactions per the selections made in the pane.