Repair Queue Pane

Assign Transactions to a Tax Analyst

The Repair Queue pane allows the Tax Analyst Supervisor to assign transactions to Tax Analysts.

Repair Queue 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.
Account Status	Column Displays the current account status.
Batch #	Column / Links Reports the batch number the transaction was created under. To see the other transactions in that batch, click the batch number (underlined link).
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.
Assign Date	Data Field Reports the date the transaction was assigned to a Tax Analyst
Priority	Checkbox Place a check mark in the checkbox to set the transaction as a priority item for the Tax Analyst.
Submit	Button Press the Submit button to assign the transactions per the selections made in the pane.