By clicking on the assessment icon and then the retrieve assessment assessment will download and the following screen will display. The assessments can automatically be retrieved from the e-Filing system and the record or the amounts that you see on the right hand side on the screen below will automatically be updated by the system.
In some instances you may want to enter the assessment amounts manually.
After you have run a retrieve assessments every day you need to monitor which assessments have come through and generate the e-mails or the letters to clients advising clients about the status of their tax return process.
Once the retrieve has been run you need to then go to the assessment file to see the result and take corrective action if an assessment is wrong.
A service can be set where the assessments and correspondance can be downloaded automatically overnight. Click Here to see how corresponence works.
