Premium Pro Help

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.

actions.png

 
The Actions Report tracks and records:
  • when filings are locked and/or unlocked
  • when filings are amended
  • successful and failed efile submissions
  • e-file submission IDs (if applicable)
  • when a jurisdiction or return is deactivated
  • changes to the preparer statuses of returns
  • 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

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.  


Our website address: www.tritechsoft.com

Our mailing address: 1205 S. Greenville Ave, Allen, TX 75002.

Questions? You can reach us at 1-800-380-6407

Or contact WebSupport here.

 

©1995-2015 TriTech Software Development Corp. ©2006-2015 TriTech Services Inc. All rights reserved. Premium Pro® is a registered trademark.