How to track tax notices and response tasks
For your Pixie CRM team: Follow the Notices workflow in Pixie CRM to track tax notices and response tasks.
Before you start
Required access: Manage tax registrations. The module must be enabled and its installed version ready for your workspace. Select the intended taxpayer, authority and period before changing a record.
How to track tax notices and response tasks
- Enter Taxpayer, Authority, Notice number, Type, Period, Issue date, Response due, Amount and Assigned staff ID.
- Choose Record notice and verify the response deadline.
- Use Add task on the notice to record the action, due date, assignee and note.
- Review Notice task history as work proceeds.
- Use Close only after entering a resolution note supported by the completed response or official outcome.
Controls and limits
- Recording or closing a notice does not send a response to the authority.
- Keep the notice, response and authority evidence together; a task status is not an official resolution.
Check the result
Reopen the affected record and confirm the taxpayer, period, saved values and status. For external actions, inspect the actual authority acknowledgement or settlement evidence; a local saved or queued state is not acceptance.
If you cannot continue
Read the displayed validation or readiness message. Check the module version, role, source scope, authority, period and current approval evidence. If another person changed the record, refresh and review the current version. Give support the screen, error wording and correlation reference; keep passwords, one-time codes and tax identifiers out of public messages.