Form Control Review / Approval

Once the validation of the tax forms linked to the form control has completed a user must review the form control and determine the next steps. The form control type defines the To Do type and To Do role used to alert the appropriate users that a form control is ready for review. Refer to Common Form Control Procedures for more information on the actions the user may take.

Note: Form Control with no tax forms. It is possible that after validating a form control, it is found that no Active tax forms are linked to the form control. In this case the record transitions to Approval in Progress so that a user can review the record and determine the cause. At that point the user can Reject the form control.