What's in this Article
- Roles: Any
- Permissions: Access to the specific Contact Record
- Licenses: Tax Resolution
First Things First: The Client Survey should be completed before using Collections Analytics.
View Collections Analytics
1. Click Tasks on the global navigation bar.
2. Click Engagements on the slide-in menu.
3. Click on an Engagement Name.
4. Select Collections in the Work column.
5. Choose Analytics.
Edit the Amount of Taxes Owed
On the Analytics screen, an amount will show under Federal Taxes Due.
1. Click the edit icon next to the Federal Taxes Due number.
2. Type the adjusted amount in the textbox, then press Enter/Return on your keyboard.
- The adjusted amount will save.
- A notification will display in the bottom left corner notifying you that your changes have been saved.
Review Resolution Options
1. Click on Payment Plan to access a Payment Plan Breakdown.