Compliance 1
Tell us where to find the file to confirm the credit and/or NOL carryforward compared to the 2024 tax return workpaper.
DTA Tracker
Where can you find a list of the compliance modifications that you are assigned to review?
Roadmap Listing
What folders in SharePoint will you use the most when reviewing 2024 state returns?
Tax Year 2023 Compliance, Tax Year 2024 Compliance folders, Withholding - Permanent Exemption
List a few reasons we might have an overpayment or underpayment on the return.
Shift in FTI, shift in apportionment b/c using PY data for extension, federal PTR's, overusing NOLs & Credits at extension
Tell us where to find the states you are assigned to review tax returns for.
Smartsheet > 2024 Filing List, filter on my name
What tab in the return workpaper shows the PY return data?
Tell us where you can find notices for the state you are reviewing.
Smartsheet > State Notice Tracker, filter on my name
On the MEL report, what does it mean when the Corptax Code starts with U?
Unconsolidated
Tell us where to find copies of the Federal Proforma returns.
SharePoint >
Tell us what you would do if the apportionment YOY is materially different.
Review Zach's notes by state/BG or ask Zach (will discuss way to track) or ask the BG.