When you log into the AI.TaxAssist system you see the Dashboard screen with a listing of assessments. You are only shown those assessments that are relevant to you.
Note:
1. For Preparer, Reviewer and Manager only assessments that are assigned are shown
2. For SuperManager all assessments are shown
1. To filter the assessment on the dashboard you can use a number of criteria such as,
Client Name
Year of Assessment
Functional Currency
Basis period start and end dates
Target date
2. To open an assessment click on the assessment you want work on. This opens up the assessment workspace.