Once you login to your account, you will be able to create a new assessment by clicking on the red + button at the bottom right of your screen.
Note: In our Enterprise version, only a user in the FirmAdmin role has the rights to create and edit a new assessment.
Here are the steps to create an assessment,
Login to the AI.TaxAssist system with your credentials.
Click on the + button at the bottom right of the screen
3. This will open up the form to be filled in order to create an assessment.
The FirmAdmin is required to fill in details such as,
Client User (*) - The user who will have access to the client portal for this assessment. One of the client ids to be chosen from the drop down list (not other user ids)
Client Name (*) - The client for whom the assessment is being prepared. This will be shown on the screen as well as recorded in the computation prepare for the client
Business Registration Number - Business registration of the client company whose assessment is being prepared. This is used in the tax form for submission
UEN Type - UEN Type of the client company. You can choose one from the dropdown list
Tax Registration Number (*) - This is primarily used for recording on the computation prepared by the client and for direct submission to tax regulators
Address (*) - This is for record purpose only and is currently not used by the product
Date of Incorporation (*) - This is used to record in the on the computation prepared by the client and may impact tax payable based on tax rules
Financial Year End (*) - This is used to suggest the basis period and is used for roll forward when the assessment is prepared for the same client in the following year
Primary Contact Name and Email (*) - The primary contact details of the client. These will be used in the tax form for submission
Primary Contact Designation and Primary Contact ID - Designation and ID for the primary contact of the client. These details will be used in the tax form for submission
Secondary Contact Name and Email - The secondary/alternate contact details of the client.
Designation of Filer - Designation of the person doing the tax submission
Year of Assessment (*) - This primarily determines the applicable tax rules for the assessment.
Basis period Start/End(*) - This primarily determines the applicable tax rules for the assessment.
Target Date (*) - This is currently for record and planning purpose and is currently not used for any product functionality
Users for Preparer (*), Reviewer and Manager (*) - The 3 main roles that will be working on this assessments. The same user cannot be set in these roles.
Concessionary Rate - If your assessment involves PL and GL documents with multiple rates, you can check the Concessionary Rates checkbox. This will enable the system to read in the different rates.
Email Notification - If you would like everybody assigned to the assessment to receive email notifications for every stage change of the assessment, check this box.
(*) indicates a mandatory field
Note:
a. Secondary contact information is optional.
b. Reviewer role (first level review) is an optional field. To know more about the different roles and permissions please read User Roles Explained.
c. Only one client user is allowed per end client assessment in our current setup.
4. Once you have entered all the details, he/she can click on the SAVE button. This will create a new assessment.
What’s Next?
Would you like to know more about managing your assessments? Please read Manage Assessments.