What are Departments and do I want to use them?
TaxStatus Administrators have the option in their System Settings page to configure Departments. This feature limits visibility of taxpayer data between internal operating groups.
A user can belong to no department, multiple departments, or one department. Departments limit visibility. The greatest visibility lies with a user who is not assigned to any department.
If your company uses Department settings, the monthly Transaction Reports (also on the Company Settings page) show Transcript Downloads by department.
Create Departments
Create Departments
Navigate to System settings
Scroll to Departments and add new.
Enter the Department name and details.
Nomenclature is how you refer to your taxpayers.
If you would like email notifications sent to a group mailbox or department lead when this department receives initial IRS records, enter that in the Data available box. You can leave this blank.
Assign Users to Departments
Assign Users to Departments
Departments are limiting. Once added to a department(s), users can only see Cases assigned to that Department. Users not assigned to any Department can see all Cases.
In your System Settings page, scroll to Users. Click on a Department to assign it to that user. Save users.
Hold the Ctrl button to select multiple Departments. Save users.
Remove Users from Departments
Remove Users from Departments
Hold the Ctrl button and click the Department you want to remove from this user’s visibility. Save users.
Reminder: Users not assigned to any Department can see all Cases.
Create Cases in Departments
Create Cases in Departments
When creating a new case, click Add new.
Select a Department and enter other Case details. Save.
Populate the individual participant’s profile. Select the appropriate Taxpayer Consent Experience.
Click to the right to copy the link.
Another option: Once Saved, this link will also appear at the top of the user’s TaxStatus screen. You can click on the link at the top to copy it.
