View Tax Accounting Transactions

Background Information:

Process Name:

View Tax Accounting Transactions

Role:

Internal SUITS user

Objective(s):

The internal SUITS views a tax accounting transaction.

Before you begin:

The internal SUITS user determines a need to review past Tax Accounting Transaction records.

What happens next:

A Tax Accounting Transaction record has been viewed.

 

How to do it:

#

User Action

System Response

Notes

1. 

Select the Financial Management menu item from the Internal SUITS application.

The Financial Management Dashboard opens.

 

2. 

Select the Tax Transactions menu option.

The Tax Transactions Lookup screen opens.

 

3. 

Search for the desired transaction via Employer ID.

Enter the Employer ID and click Search.

 

 

4. 

Open the Tax Transaction record by clicking the Employer ID with the desired Posted Date.

The Tax Transaction record opens.