Tax Form - Main

Actions

This is a standard actions zone.

If the record is in a state that has valid next states, buttons to transition to each appropriate next state are displayed.

Tax Form Zone

The Tax Form zone contains display-only information about the tax form.

This zone also displays any existing tax form exceptions. The exception list includes a 'go to' button that allows quick navigation to the field in error.

This zone may also display the following when the tax form being displayed is a generated tax form.

• A Form Navigator appears on the left hand side and contains quick links to the various sections of the form and an option to display the full form.

• The Main section shows basic information that is common to all tax forms. It includes a dropdown that provides a way of quickly navigating to the obligation's other forms.

• Form Change Reasons / Comments are displayed when the tax form has history of changes (e.g. while in suspended state).

Please see the zone's help text for specific information about the data displayed in the form.

Estimated Balance Details Zone

This zone appears for audit forms only. It shows the detailed P&I view for either a proposed audit assessment or an actual audit assessment.

Please see the zone's help text for specific information about the data displayed in the zone.