Filters Pane

Selecting Transactions to list

The Filters pane allows for reducing the number of transactions that appear in the list based on a selection of parameters.

Transaction Filters Elements Label Description
Transaction Type:	Dropdown Menu Select the transaction type from the dropdown menu. There are only two options available: Renewal or Quarterly Tax Return
Account Status:	Dropdown Menu Select the account status from the dropdown menu. The options are: Active Closed Revoked Audited
Period:	Dropdown Menu Select the year and quarter from the dropdown menus to build a transaction list.
Assignment:	Dropdown Menu Select a Tax Analyst to filter the transaction list to return only transactions worked on by a single Tax Analyst.
Apply	Button Press the Apply button to ask the system for the list of transactions matching the selections in the dropdown menus.

Transaction Filters Elements

Label Description

Transaction Type:

Dropdown Menu

Select the transaction type from the dropdown menu. There are only two options available: Renewal or Quarterly Tax Return

Account Status:

Dropdown Menu

Select the account status from the dropdown menu. The options are:

Active
Closed
Revoked
Audited

Period:

Dropdown Menu

Select the year and quarter from the dropdown menus to build a transaction list.

Assignment:

Dropdown Menu

Select a Tax Analyst to filter the transaction list to return only transactions worked on by a single Tax Analyst.

Apply

Button

Press the Apply button to ask the system for the list of transactions matching the selections in the dropdown menus.

The options can all be used together, to return a list of Renewals from 2007 Q4 on Active accounts processed by a particular Tax Analyst.