Requesting a Reassignment for Multiple Tasks

  To request a Reassignment for multiple tasks:

  1. In your application, from the Dashboard, or click View, and then Tax Operations List View.

  2. Select the tasks for reassignment.

  3. On the Actions panel:

    1. Under Reassign, select Selected tasks or Selected and future tasks.

    2. Select the Role.

    3. If the you know the new user, enable To User, and then enter or search for the name.


      If you do not know the new user, then submit a request without specifying the name of the user.

  4. Click Submit.