Related Articles
Workspace
What does the Workspace show? - Please refer to the article Tax Classifications - Basic Features. What is the Type column in the Workspace? - Type column indicates if the ledger is an Income or an Expense. The Staff/Preparer has the right to change ...
Adding Ledger Lines into the Workspace
In the TaxAssist system, you have the flexibility to add ledger lines separately right into the Workspace. For example, if you have started with only the Profit and Loss statement and would like to add ledger lines only specific to some management ...
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 ...
Preview Draft Tax Computation
After making the necessary adjustments in the Workspace, you can do a quick preview of the draft computation right from the Workspace. In order to view the preview, click on the PREVIEW button on the top right of the Workspace as shown in the picture ...
Client Computation
Client Computation is the final tax computation that can only be generated by a user in the Manager role. 1. Client computation is generated when you as a user in the Manager role, click on the APPROVE ASSESSMENT button in the Manager Review tab. ...