Manage Audit Flags

Navigate:ClosedBusiness Revenue > Audit > Audit Maintenance > Search for an Audit > Maintain an Audit > Common Action: Manage Audit Flags

OR

Business Revenue > Business Maintenance > Search for a Business > Maintain a Business [Locations panel License active text] > [View License Summary] > Maintain Business License > Audit Summary [Common Actions] > Maintain an Audit > Manage Audit Flags [Common Action]

OR

> > > Maintain a Business [Locations panel EDIT buttons] > Maintain Business Location > [Locations panel License active text] > [View License Summary] > Maintain Business License > Audit Summary [Common Actions] > Maintain an Audit > Manage Audit Flags [Common Action]
OR

Business Revenue > Business License > License Renewal > Enter Licenses to Renew > Maintain Business License > Audit Summary [Common Actions] > Maintain an Audit > Manage Audit Flags [Common Action]

ClosedNavigation Flowchart

Here is a flowchart of Business Revenue Audit navigation.  Common Actions are included only if critical to completing the task. Obvious actions, such as Save, Previous and Close, are not  included in the flowchart.

Description

NOTE: This task may not be available in your jurisdiction.

Manage existing and create new flags for an audit.

SETUP: See Business Revenue, Audit, and Business Setup for any applicable prerequisites, dependencies and setup information for this task. Flags are initially set up via Configuration > Flag Setup > Set Up Flags. Flags are applied to groups via Business Revenue > Groups > Flags > Search for/select Group > Apply Flag to Group.

The header area is display only information and shows:

  • Audit Number based on the audit selected from the Search for an Audit screen and displayed on the Maintain an Audit screen.

  • Business Name of the business being audited. If accessing this task from the Personal Property Appraisal module, the Business Name field is populated with the Legal Party name.

  • Account Type, i.e., business account or trust tax account.

  • Account Number associated with the business or trust tax account.

Steps

  1. Click Edit on an existing flag in the grid row in the Select Flags panel

    OR

    Click Add to create a new flag. Additional fields display to define flag information. The screen changes to accept data.

  1. Select the Flag type, e.g., Hold For Review.

  2. Select the Flag value, if applicable.

  3. Enter a numeric value for the Duration for the number of days, for the flag, if applicable or leave blank if there is no flag expiration.

  • Click Remove to remove the flag and click OK on the confirmation popup.

  1. Enter the Start Date for the flag or click the date picker to select the date.

  2. Click Apply to apply the selected flag(s).

  • Select a flag and click Remove in the Selected Flags panel, and Click OK on the confirmation popup to remove the flag.

  1. Click Save to save your changes.

  2. Click Finish to return to the Maintain an Audit screen.

Related Topics

Audit

Maintain an Audit