Process Name:

Review the TPS Acceptance Sample Reports

Role:

Internal SUITS user

Objective(s):

The objective of this process is to review the sample reports that were created as a result of the batch processes that were run after the submitting the Work Plan. The purpose of reviewing the samples is to confirm that each tax function’s system controls are producing accurate results.

Before you begin:

The appropriate batches have been run for the universe you plan to work with based on the work plan submitted.

What happens next:

The records are saved and will need to be submitted to the SUN system

1. 

Click the Reports and Dashboards main menu item.

Clicking this main menu item will open the Reporting Services Maintenance screen.

The following steps will provide step by step instructions on how to review the Status: New Determination sample reports as an example. With the exception of Cashiering, the remaining sample reports are reviewed following the same steps in this section.

2. 

Click the Reports and Dashboards main menu item.

Clicking this main menu item will open the Reporting Services Maintenance screen.

3. 

Click the Tax Performance System hyperlink.

Clicking this hyperlink will open the Tax Performance System screen.

4. 

Click the Acceptance Sample Reports hyperlink.

Clicking this hyperlink will open the TPS Acceptance Sample Reports screen.

5. 

In the Year text field, enter the TPS Audit year to be reviewed or viewed click the ‘Search’ button.

By clicking the ‘Search’ button, you are asking the SUITS system to display the sample reports for the year that was entered in the ‘Year’ field.

6. 

Click the Review hyperlink for the sample reports to be reviewed.

Clicking the ‘Review’ hyperlink of a corresponding TPS Universe will display the Coding Sheet Maintenance screen for that sample report.

For this example, we will be looking at the Status-New Determination sample reports.

7. 

Click the Case Number hyperlink for one of the data sets to be reviewed.

Clicking the hyperlink will open TPS Sample Coding Sheet Case Wizard where you will answer the sample questionnaire.

The screen name will vary depending on the sample report you are viewing. In this example, the screen name is ‘Status New Emp. Sample Coding Sheet Maint.’

8. 

Review the Sample Questions and select, ‘Yes’, ‘No’  “N/A” or “INA” (as applicable) for each. After all questions are answered, click the ‘Next’ button.

Initially two questions appear on this screen, but keep in mind there may be sub-questions or depending on what you select, you may be instructed to skip certain questions.

9. 

If the case has failed, select a TPS Failure Reason Code from the dropdown menu, then click the ‘Finish’ button.

Clicking this button will save the case and navigate you back to the ‘Status New Emp. Sample Coding Sheet Maint’ screen.

10.

Click on the next Case Number hyperlink and proceed in answering the Sample Questions and completing the wizard. Continue until all cases have been reviewed. (Refer to Steps 8 and 9.)

11.

After all the cases have been reviewed and the Sample Questions have been answered, enter a note in the Notes panel and select the Worksheet Complete checkbox. Then click the ‘Submit’ button.

Clicking this button indicated to the SUITS system that the sample has been reviewed in its entirety. As a result, the ‘Sample Status’ will update, and the ‘Reviewed Date’ and ‘Reviewer’ fields will auto-populate.

Please note that each case has a notes section within its respective record, as well as the ability to upload supporting documentation. The notes section on this screen is for any overall information regarding this sample.