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User Roles Explained
The AI.TaxAssist product has a few different roles for the users that have access to the application. These user roles and the permissions for the roles are as described below: Preparer – Preparer is a main doer role of the assessment and has the ...
User IDs and Passwords
Our Customer Success team will be in contact with you to understand your business needs. A list of User IDs (your email id) and passwords will be created for each of the users requiring access to the AI.TaxAssist system. The list will be sent to the ...
Create New Assessments
Note: Only a user in the FirmAdmin role has the rights to create and edit a new assessment. Here are the steps to create an assessment, Login to the AI.TaxAssist system with the FirmAdmin credentials. Click on the + button at the bottom right of the ...
Manage Assessments
Overview 1. FirmAdmin dashboard 2. Editing and Deleting assessments Note: Only a user in the FirmAdmin role has the rights to manage an assessment. FirmAdmin Dashboard Let’s take a look at the actions that can be performed on the FirmAdmin dashboard ...
Financial Documents Required
In order to produce the tax computation, AI.Taxassist system requires a few financial documents from your client. The documents required are listed below, Note: General Ledger should only contain P/L items. No items from Balance Sheet should be ...