360 Degree View - Tax Role

Use the Tax Role tab to view tax role and obligation related information. You can navigate to this zone in one of the following ways:

• When using 360 Degree Search and searching by external tax role or by person information and including tax type in the search criteria, clicking on the Tax Role column in the results brings you to this tab.

• If a tax role is in context, you may use the Go To 360 Degree View in the tax role's context menu to navigate here.

• From the account tab of this portal, there is a zone that lists tax roles for the displayed account with a 360 button adjacent to each. Clicking that button broadcasts that tax role and brings the user to this tab.

The tab contains the following base zones:

• Tax Roles: displays a list of the tax roles linked to this account. This zone is the same one visible on the Account tab and is included here to provide an easy way to choose a different tax role to view for the account. In this tab, the broadcast button and the 360 button provide the same functionality: the data for this tax role becomes visible in the subsequent zones. In addition, the dashboard context is refreshed with this tax role. Note that only the first 50 tax roles are displayed. If an account has more than 50 tax roles, a user may open the filter to search for specific tax roles using various criteria.

• Tax Role Overview: displays the person information for the account's main person, the account's information string, the tax role's information string and its current overall balance.

• Related Persons: displays a list of the persons with effective relationships for the tax role. The relationship type, financial relationship type and start date and end date are displayed.

• Form History: displays a list of the most recent 24 tax forms for the tax role. If a tax role has more than 24 tax forms, a user may open the filter to search for specific tax forms using various criteria.

• Obligations: displays a list of non-canceled obligations linked to this tax role. Note that only the first 50 obligations are displayed. If the tax role has more than 50 obligations, a user may open the filter to search for specific obligations using various criteria. Click the broadcast button to broadcast data about a specific obligation to other zones for the portal.

• Obligation Overview appears if a specific obligation has been broadcast from the Obligations zone. It displays the obligation information string, the current overall balance, the filing period due date (if applicable) and override due dates, if populated.

Your configuration may also configure one or more timeline zones that allow you to view various events that occur in the same time period. Various base timeline algorithms are provided to display tax role related information such as Payment Events, Audit Cases, Suppression, Appeals and Tax Forms. Refer to Configuring Timeline Zones for more information.