Alerts

Here are details about the Possible Alert Conditions.

 

Account Closures (Terminations) Status

Notifies you of the effective date of closure of an account.

       

Collections Status

Customers will be identified with a Collections Alert if they have either a "U" or "C" status. "U" status represents unfunded bank accounts or insufficient funds (NSF), while the "C" represents account balances that have been sent to a collection agency.

Clicking on the Collections Alert will bring up additional details. For example, a history of actions related to the customer’s "U" status will be listed.

 

Open Inquiries/Amendments

Clicking on the Open Inquiry/Amendments link will display a search box and a list of inquiries and amendments that are currently open. The Search Box is used to access the Inquiry History, which will be described in a following section. Inquiries and amendments for the customer and its associated IDs are combined into one list, with the following information:

 

By clicking on the Document Locator #, Inquiry Detail Information will be displayed.

 

Closed Inquiries/Amendments

The Closed Inquiries/Amendments Alerts Information provides a list of inquiries and amendments that have closed within the previous 30 days. Inquiries and amendments for this customer and all associated IDs are combined into one list, including the following information:

 By clicking on the Document Locator #, Inquiry Detail Information for a specific inquiry or amendment will be displayed.

     

Inquiry Search

The Search box that appears in the Inquiry Information screens can be used to search for additional information. The fields in the Search Box represent the date range to be searched. Source Tax Online automatically selects the beginning date for the prior quarter and the end date of the current quarter. These dates can be changed by entering new dates in the following format: mm/dd/yyyy.

Example: 08/15/2000 to 9/15/2000

Click on Find, and a list of inquiries and amendments that match the date range will be listed. Only 20 lines of data will display at any one time. If there are more than 20 inquiries and amendment entries, they will be listed on another "page" of data. After the "Inquiry/Amendment Information" heading, a notation indicates how many pages of information are in the list and identifies which page you are currently viewing (example 1 of 2 Pages found). Use the First Page, Next Page, Previous Page and Last Page links at the bottom of the data display to move between pages. When you are viewing Page 2, the notation at the top will change to (2 of 2 Pages found). If you want to conduct a new search, clicking on Clear will delete all data in the fields to allow you to re-enter data ranges.

You can search for inquiries and amendments by entering ranges for:

 

Balance As You Go (BAYG) issues

The Open Balance As You Go Alerts Summary will indicate how many open Balance as You Go issues are outstanding for this customer. Clicking on this link will provide more information on the open issues. Note: BAYG is not available for all account types.

A summary of the open items will be displayed with the following data:

 

Following the summary, individual BAYG items will be listed, including:

 

Missing Mid-Year/Mid-Quarter Data

The Alert Summary will simply indicate if you have missing mid-year/mid-quarter data.

 

Applied For Tax IDs

The Applied for Tax IDs Alerts Summary will indicate how many Applied For IDs are currently listed for this customer and all associated divisions. By clicking on this link, a detailed list will be displayed with the following information: