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
- Go toAudit Trail, and then eitherEntry & RevieworSetup.
- WithEntry & Review, you can review user activity for a selected year in any of these areas: Data Entry, Data Review, Data Source Analysis, and Locking.
- WithSetup,
- Select anAreafrom the drop-down list (Data Entry, Data Review, Data Source Analysis, or Locking.)
- 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 canPrintthe screen.
- To filter a column, click the arrow in the column heading to display the filter values for that column.
- If you selectSetup, 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.
- Select one of theAreasto 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. - To filter a column, click the arrow in the column heading to see the filter values for that column.