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 procure your credentials from them. 

Note: For the live version we will provide details on setting up your own credentials. Watch out for updates on this!

Please refer to this article User Roles Explained to understand more about the different roles and their permissions.

In order to work on an assessment, please make sure that your admin has created an assessment and assigned you as the Preparer. A user in the Preparer role is the main person who uploads financial information and makes changes on an assessment. 

Step 2: Logging in as Administrator

Are you an assigned administrator for this firm? You have the important responsibility of setting up the assessments for your firm. New assessments can only be created by a user in the FirmAdmin role. Likewise changes to assessment properties and deletion of assessments can only be performed by a user in the FirmAdmin role.

For creating a new assessment, you will need to have handy the following pieces of information on your client 

1. Client Name
   
2. Client Contact details (Name and Email)
   
3. Business Registration Number
   
4. Tax Registration Number (if different)
   
5. Incorporation Year
   
6. Financial Year End
   

Once you have access to the above information, refer to this article Create New Assessments. on how to create an assessment. 

For information on editing and deleting assessments in the FirmAdmin role, please refer to this article Manage Assessments.

For information on the stages an assessment passes through, please refer to this article Assessment Stages. 

Step 3: Check out your Dashboard

As a user in the Preparer role, you should be able to see the assessments that have been assigned to you in the dashboard when you login. If you do not see any assessments in your dashboard, please contact your assigned administrator. Here are some articles that describe what a Preparer dashboard looks like and how the Preparer would begin on an assessment.

Staff Dashboard

Starting an Assessment

AI.TaxAssist tool currently supports financial statements obtained from the following accounting software types. Clicking on the software types in the list below will lead you to articles that describe the steps to be followed to download financial statements from those softwares and some sample documents as well.

1. Xero
   

2. QuickBooks
   

3. MYOB
   

4. AccPac
   

For more information on uploading and approving documents please refer to this article How to Upload Financial Documents.For more information on what documents to upload please refer to this article Financial Documents Required.

Managed Upload

If the statements that you wish to upload do not fit into any of the software types mentioned above, please click on the Assist Me button and provide the necessary information.

Workspace is the main screen that a user in the Preparer role would spend most of his/her time on. Workspace offers a lot of features to manage and modify your ledger items.

1. For information on basic features in the Workspace please refer to this article Basic Features.
   
2. For information on changing tax categories and adding labels please refer to this article Changing Tax Categories & Adding Labels.
   
3. For information on adding multiple ledger lines to the Workspace, please refer to this article Adding GL Lines into the Workspace.
   
4. For information on how Validation checks are performed in the Workspace between PL and GL accounts, please refer to this article Validations in Workspace.
   
5. For information on the list of Non-deductibles and Non-Taxables please refer to this article Tax Categories - Non Deductibles & Non Taxables.
   
6. For information on how labels affect the draft tax computation please refer to this article Significance of Labels.
   

Fixed Assets

The Fixed Asset tab in the Workspace is populated when a FA financial document has been uploaded in the Documents tab.For more information on how FA is managed please refer to this article Fixed Assets.

Step 6: Raising queries to your client

AI.TaxAssist makes it easy for you to raise inquiries to your clients right from the tool. The client is sent a notification email when an inquiry is raised. Notification would also appear on the client portal once logged in.

For more information on how to create queries for your client and handle them please refer to this article Outstanding Inquiries.

Step 7: Generate your Draft Tax Computation in seconds!

Once the user in the Preparer role has reviewed and made the necessary changes in the Workspace, he/she can generate the draft tax computation by clicking on the Approve All button in the Workspace.

For more information on how to generate the draft computation please refer to this article Draft Tax Computation.

Step 8: Submit for Review

AI.TaxAssist tool allows for two levels of review, if your assessment has both the roles of Reviewer and Manager assigned to it.

For more information on how reviews work please refer to this article Reviews.

Step 9 : Client Computation

Once the reviews are complete, a user in the Manager role can generate the client computation.

For more information on how to generate client computation please refer to the article Client Computation.

Step 10: E-Filing

FAQ

For further questions, please refer to FAQs before reaching out to us.