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 employees subject to each item]
Click the field you would like to check. A list of employees that apply will be shown below.

If an employee has applied for a personal change from the year-end adjustment wizard (All change requests), approve 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.

 Example: “Next action” indicates “View change requests”
① Click “View change requests”
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② The screen will display a list in the YEAR END TAX DATA CHANGE REQUESTS.

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Click each item (eg "Pending year end") to see the filtered results.mceclip1.png

 

③ Confirm the change request content, put a check mark in the box for the item to approve.
④ Click “Approve request.”mceclip30.png

⑤ The item will be updated to show “Approved” and the name of the approver.
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⑥ Close the tab by clicking the “X” mark on the tab to return to Year end tax home page.
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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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Click each item (eg "Pending year end") 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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⑦ From the Year end tax home page, click on “Data-only completed.”
    Employees who apply will be listed below.

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⑧ Employees whose change requests have all been approved will be added to this list with their status updated as shown below.
  ・Processing status:  “Change requests verified”
  ・Next action:            “Set as collected”
⑨ Click “Set as collected”
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⑩ “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.

⑪ “Next action” will be updated to “Set as collected.”
     Click on “Set as collected.”
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⑫ The same message as ⑪ will be shown again. Click “Yes.”
⑫ “Next action” will be updated to “Done.”
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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".
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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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