Siebel Public Sector Guide > Managing Tax Cases > Working with Tax Case Files >

Tracking Case Status


Managers in the taxpayer services division, tax processing division, taxpayer audit division or enforcement division can track the status of cases with the help of predefined queries.

To create a new query or modify the existing predefined query for your agency or division, refer to Applications Administration Guide.

This task is a step in Process of Managing Tax Cases.

To track case status using predefined queries

  1. Navigate to the Case List view.
  2. From the Queries drop-down list, select a predefined query.
  3. For example, choose Active Cases, Appealed Cases, All Closed Cases, and so on.
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