Audit Trail screen

You can review user activity which relates to data entry, data source analysis, data review, and the setup areas.

Review activity on the Audit Trail screen

  1. Go to
    Audit Trail
    , and then either
    Entry & Review
    or
    Setup
    .
    1. With
      Entry & Review
      , you can review user activity for a selected year in any of these areas: Data Entry, Data Review, Data Source Analysis, and Locking.
    2. With
      Setup
      ,
  2. Select an
    Area
    from the drop-down list (Data Entry, Data Review, Data Source Analysis, or Locking.)
  3. The screen display provides detailed information such as value changes made to a selected area, as well as, the user responsible for the change. If needed, you can
    Print
    the screen.
  4. To filter a column, click the arrow in the column heading to display the filter values for that column.
  5. If you select
    Setup
    , you can review activity associated with the Estimated Payments setup area for a selected year and sort or filter each column to help you review user activity.
  6. Select one of the
    Areas
    to review from the drop-down list.
    • Active Time Period
    • Federal Calculation & Payment Options
    • Federal Data Sources
    • Federal Miscellaneous
    • Federal Tax Adjustments
    • Filing Groups
    • Jurisdictions
    • Other Estimate & Extension Info
    • Rounding Options
    • State Calculation & Payment Options
    • State Credits
    • State Data Sources
    • State Modifications & Adjustments
    • Tax Law Control Panel
    • User Management
    Rollover activity is tracked under an applicable setup area.
  7. To filter a column, click the arrow in the column heading to see the filter values for that column.