Reviews (Senior & Manager)

Reviews (Senior & Manager)

  1. I have logged in with my credentials as a Reviewer, but I am not able to make any changes, I do not see any buttons to raise reviews. - A user in the Reviewer role has no rights to make changes to the Workspace until the assessment has been submitted for review by a user in the Preparer role.
  2. How do I raise a review as a Reviewer? - Please refer to the article Reviews.
  3. Once I Submit to Manager, as a Reviewer I am unable to edit the Workspace. - Once the draft computation has been submitted to the Manager, the Reviewer does not have rights to make any more changes.
  4. I have logged in with my credentials as a Manager, but I do not see any button in the Workspace to raise reviews - A user in the Manager role has no rights to make changes to the Workspace until the assessment has been submitted to manager by a user in the Reviewer role. 
  5. What happens when I click on APPROVE ASSESSMENT button? - Once the Manager clicks on Approve Assessment, the final computation is generated which is ready to be sent to the client. Manager can review the final computation, make changes and upload a final copy.      

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    • Reviews

      Senior Review (First Level) The user in the Preparer role can submit the assessment for review after making changes to the Draft Tax Computation. Click on SUBMIT FOR REVIEW button in the Draft Tax Computation tab.                                      ...

    • 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 ...

    • Assessment Stages

      An assessment once created, will pass through 14 stages. The stages are explained below, Unassigned – This is the very first stage of the assessment. The assessment is in the process of being created and no user roles have been assigned yet. ...

    • Tax Classifications - Basic Features

      The Tax Classifications tab shows all the ledger transactions grouped by their Management Accounts.                                                                                                           1. Basics The number of ledger lines and ...

    • Startup User Guide

      How to Work on a Client Assessment  Step 1. Getting Started - Logging In The AI.TaxAssist tool has 6 different user roles. In trials, our customer success team would have mailed your credentials to your Tax Partner or assigned administrator. Please ...