Return Type Detail Page

 

The majority of this page reflects the tax return as entered, with some additional information and options for the Tax Analyst or Tax Analyst Supervisor

 

Totals Pane

The Totals Pane displays the summary data from the quarterly tax return for miles and gallons, and the MPG.

 

 

Additional Information Pane

Final Totals for the liability

 

The Additional Information pane reflects the data from the Additional Information are of the quarterly tax return.

 

 

Payment History Pane

Paying the Liability

The payment history pane will show all payments made on this transaction including any refund amount or amount owed.  If no payments have been recorded, the pane will be empty.

 

 

Transaction Management Pane

Managing the Transaction

 

Transaction Management is an area where the Tax Analyst Supervisor has access to assign the transaction to a Tax Analyst.  The TAS may also waive penalties, approve refunds, recommend for a desk review, or recommend for an audit.

 

 

Notes Log

 

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 to the log, press Add Note to Log.

 

Instructions for the Notes Log are located here.