Staff Dashboard
When you log into the AI.TaxAssist system you see the Dashboard screen with a listing of assessments. You are only shown those assessments that are relevant to you.
Note: 1. For Preparer, Reviewer and Manager only assessments that are assigned are shown
2. For SuperManager all assessments are shown
1. To filter the assessment on the dashboard you can use a number of criteria such as,
- Client Name
- Year of Assessment
- Functional Currency
- Basis period start and end dates
- Target date
2. To open an assessment click on the assessment you want work on. This opens up the assessment workspace.
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