Process Transfer

Navigation: ClosedInfo Center > Tax Detail > [search and select] > Tax Information > [Common Actions > Process Transfer]

Description

The Process Transfer task lets you start a transfer workflow from Common Actions in Info Center.

Steps

  1. On the Initiate Transfer screen, each process is run. A checkmark in the Status column indicates when an event is created.
  2. NOTE: If the Parcel Verification screen does not load automatically, search for the transfer using the Workflow icon in the side bar.

  3. See Parcel Verification.