Audit Report

This report under the Reports menu will alert you to any items that need to be addressed before processing and completing a state return. Report>Audit Report

This report mirrors the information on the jurisdiction specific Audit Frame. These alerts may include such items as state specific ID numbers, required fields, EFT requirements, or important state statutes regarding a return’s calculations.

Enterprise automatically sets the Severity and Status of your audits, although you have the ability to change this information to better streamline your return preparation process. To do so, click on the dropdown arrow in the field on the Audit Report you wish to change and select the appropriate information.

Severity Choices	Status Choices
HIGH (will popup when OPEN)	OPEN
MEDIUM (will not popup)	RESOLVED
LOW (will not popup)	N/A (You may use this status to ignore a HIGH severity audit so it will not popup.)
INFORMATIONAL (will not popup)

Severity Choices Status Choices HIGH (will popup when OPEN) OPEN MEDIUM (will not popup) RESOLVED LOW (will not popup) N/A (You may use this status to ignore a HIGH severity audit so it will not popup.) INFORMATIONAL (will not popup)

Audits that are set to a severity of HIGH and a status of OPEN will popup when you first open your return. If wish to turn off popup audits, you may ignore them by checking the option in your user options. (Tools>Options>User Options)

Once you address and fix the audit issue, the Status will be marked as RESOLVED. As long as the issue still exists, the Status will be marked as OPEN. However, users have the ability to override this information. When a user changes the Severity or Status, the text in those fields will be red.

The user that updated the status will be listed in the Changed By column on the Audit Report. The date and time the status change was made will be listed in the Changed At column. When the Severity is modified, you can hover your mouse over the field to see a tooltip listing the user that made the change and the time it was made. Note that this information can be updated from the Audit Frame, as well as the Audit Report.

If you double-click on the row of the audit, you will be taken to the page of the return the audit is referring to so you can update the return as necessary.

For information on Sorting and Filtering reports, please see the corresponding help topic.

When you open a return, a pop-up audit box will appear to notify you of certain items that need to be addressed on that particular return. Items on the Audit Report that have a severity of HIGH and a status of OPEN will appear on the popup audits. As mentioned above, you may ignore popup audits by checking the option in your user options. (Tools>Options>User Options)

You may press the copy button copy.PNG to copy the audit information and then paste it into a text file, which you can save or print. You may turn off popup audits by checking the option to ignore them in your user options. (Tools>Options>User Options)

See more about Return Audits here.