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Actions Report

The Actions Report tracks actions such as when filings are locked, unlocked, amended, and e-filed. Each listed action includes the related jurisdiction and return, which user performed the action, and a time and date stamp.

The Actions Report tracks and records:

• when filings are locked and/or unlocked
• when filings are amended
• successful and failed e-file submissions
• e-file submission IDs (if applicable)
• when a jurisdiction or return is deactivated
• return status changes made by a user
• changes to company and jurisdiction options
• when user defined entry templates in Calendar have been deleted along with whether or not any changes have been made to their rollover status
• changes to the severity of an audit
• the person who archived the older years of Enterprise and where they saved the archive file

A Note column has been added to the Actions Report, allowing you to enter details such as why state returns were amended, original tax liability, underpayment/overpayment, why a return was unlocked, and what occurred for a specific filing, etc. To save the note, click out of the cell so that the blue text turns black. You may close the report and the note will be saved. ^!NEW  

Tip: Using filters on this report can assist in narrowing down the specific actions you would like to view. See Sorting and Filtering Reports for more information.