CRM › Tax
Tax Findings
What the checks turned up. A blocking finding is one that makes the return wrong rather than untidy, and the run will not approve while one is open.
Where to find it
Address in the console: /crm/tax-wizard-findings
List · 10 columns · 2 fields on its form
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Severity | Status | severity |
| Kind | Status | finding_kind |
| What | Text | title |
| Run | Code | run_no |
| Period | Code | period_code |
| Jurisdiction | Text | jurisdiction_name |
| Document | Code | document_no |
| Amount | Amount | amount |
| Status | Status | status |
| Resolved by | Text | resolved_by_name |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Status | Choice | open, investigating, corrected, accepted, waived, duplicate | |
| What was done | Long text | Required in substance if not in form: a waived finding with no explanation is a control somebody switched off. |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.