Auditing Tax Forms

Use this procedure to create an audit tax form from a tax form that has already posted. You can only audit a tax form if its current status supports it. If the action is not supported, the Audit button will not be displayed.

• Navigate to the Tax Form portal and display the form you want to audit.
• Click Audit in the Actions zone. Select the Audit Case ID to associate with the audit form
• The system creates a new Pending form with a filing type of Audit and copies the information from the posted form.

• Edit the new form.
• Validate the form and make subsequent changes as needed. Audit forms that pass validation typically go to the Ready for Posted state, where a proposed assessment is calculated, depending on your form type's processing rules. The calculated audit assessment can be reviewed before posting the audit form.
• If the audit assessment needs to be corrected / changed, you can cycle through theRe-edit / Validate steps as many times until the correct audit assessment is calculated.