Client Computation

Client Computation

  1. When is the Client Computation generated? - Please refer to the article Client Computation
  2. What is the format of the client computation that is generated? - Client Computation is generated in both pdf and excel formats.                 
  3. When does the client see the tax computation? - The client can see the final tax computation once the manager clicks on SEND TO CLIENT button under Client Computation tab.   
  4. What am I supposed to do if the client rejects the assessments or asks to make changes? - In the event that the client rejects or requests for changes on the assessment, the Manager has the right to rollback the assessment in order to make the changes. 
  5. What happens when I click on ROLLBACK button in the Client Computation tab? - Once a user in the Manager role clicks on the ROLLBACK button, the assessment rolls back to Review Draft Computation stage and the user in the Preparer role can edit the assessment again. All process stages must be passed again to send a new version of client computation.    
  6. When should i use MARK CLIENT APPROVAL button? - Once the client has reviewed the final tax computation in the client portal, you can seek client's approval for the same. If the final computation is approved by the client, you as a user in the Manager role can click on MARK CLIENT APPROVAL button to record the approval in the system.          

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