Transaction Management Pane

Managing the Transaction

Transaction Management displays five options for the Tax Analyst Supervisor to manage the transaction, assign work, and flag the return for possible reviews or audits.

To get to the Transaction Management area:

¨ Open the taxpayer account in the FTS system

¨ Click View Filing History in the left navigation area

¨ Click a link for a transaction under the Return Type column

The Return Type Detail page has the Transaction Management Pane.

Transaction Management Elements Label Description
Assign To:	Dropdown Menu The Tax Analyst Supervisor will select the Tax Analyst responsible for further processing of this return. This field is not editable by Tax Analysts.
Waive Penalty	Checkbox If a penalty is due on the transaction, and should be waived, place a check mark in the checkbox. If there is no penalty due on the transaction, this option is visible but not clickable.
Approve Refund	Radio Buttons If the transaction shows a credit due, this option will determine if the refund is approved or not. If there is no refund available on the transaction, this option is visible but not clickable.
Recommend for Desk Review	Checkbox The Tax Analyst may place a check mark in this checkbox, to promote this transaction to the Desk Review Queue where the Tax Analyst Supervisor will review, and assign to a Tax Analyst for further investigation.
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.

The system notes on this transaction are displayed in the Notes Log area at the bottom of the page. Any manually-entered notes are also included. To add notes, press the Add Notes to Log button.

To keep your changes make sure to press the Submit button at the bottom of the page.