Year-End Tax User Manual 【For Administrator】②

Checking YTA Flow Overview
You can check the process of submitting tax filings, starting from the wizard input request email.

[ADMIN menu] →  [Year end tax] → [Year end tax] → [About year end taxes]
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The next step is to send request to year end tax wizard email.

4. Checking Progress and Updating Status
YEAR-END TAX ADJUSTMENT DASHBOARD can be used to check the progress and status.
By clicking on each badge or the name of the item, such as "Eligible" or "Ineligible," you will be able to see who is eligible for each.

 

【Year end tax home】
Overall progress and status can be checked from the Year end tax home screen.
Click on the desired field to display employees that apply.

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[Confirmation of each badge recipient]
Click on the badge at the top of the screen to display the filtered targets at the bottom of the screen.

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[Confirmation of eligible employees for each item]
Click the field you would like to check. The appropriate employee list will be displayed below.

If an employee has applied for a personal change from the year end tax wizard (All change requests), verify or reject the application.

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【Changing status】
As shown in the previous section, if the “Next action” is anything other than “Completed,” click on the “Next action” shown in blue (a link) to proceed to the next status.

 
■There is an application for a personal change from year end tax wizard.
Make sure that the subject's personal change application is verified.
If there are various deduction certificates attached from the employee, please also complete this action before proceeding to the next action.

① Click “View change requests”  in “Next action”.
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② The "Pending year end tax change requests" screen will open (Requests for personal change for year end tax only).

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③ Confirm the changes and check the items to be confirmed.
④ Click on "Verify changes".
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⑤ Go to "Verified (202X)".
"Verified" and the name of the confirmed employee will be displayed.

Clicking on each item (Pending normal, etc.)" will display only the corresponding requests.
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To check other employee change requests, click on “Return to list” at the upper right corner of the screen.

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**Other change requests can be approved from this screen**
This is the top page for all change requests for this year. All statuses are shown here.
[ADMIN menu] → [Year end tax] → [Year end tax change requests]

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Note: In the screen where you clicked on "Pending (202X)," make sure it is verified.
       The procedure is the same as when you do it on the target employee's screen.

 

Click each item (eg "Pending 202X") to see the filtered results.

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To return to Year end tax home page, click on “Return to year end tax home” at the upper right corner of the screen.
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For employees who have only changed their personal and have not submitted various certificates, this is complete.
Ascender will update the status after this.mceclip12.png


■There are various certificates to be submitted.
① Click "Wizard completed" on the Year-end tax adjustment dashboard page.
    The corresponding employee will be displayed in the bottom row.

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② This includes employees who have approved all "all change requests" in the previous section.
    They will be displayed as follows.
  ・Processing status:       Non-changes requests "Evidence uncollected"
                                         Changes requests “Change requests verified”
  ・Next action:            “Set as collected”

③ Click "Set as collected".

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④ “Apply this action to this employee?” message box will be displayed.
     Select either action A or B.
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 A: Choose and click this action to update multiple employees with the same “Next action” in bulk.
In the BULK SET EMPLOYEES AS [EVIDENCE COLLECTED] STATUS 2020 screen, add employees to bulk set then click “Set selected as [Collected].”
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 B: Choose and click this action to update individually.

⑤ If you set the certificate as "Set as collected", it will be displayed as shown below.
  ・Processing status:      “Evidence collected”
  ・Next action:            “Sent to vendor”

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【What to do after the evidence is sent to Ascender】
    *Only the employee who collected the evidence
Be sure
to change the status to the next action "Sent to vendor" after ”Evidence collected".

① When you have confirmed that the certificate is attached, click "Sent to vendor".
 Select either multiple employees or this employee on the confirmation screen to update.

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② The "Next action" will be updated to "Done".
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After the Done status, the processing status will be updated by Ascender.

 

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Previous "Year-End Tax User Manual【For Administrator】①". Click here

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