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B-Notice Bulk Actions

Contents 

 

Overview

The B-Notice page supports bulk actions so you can apply the same action to multiple B-Notice records at once instead of reviewing each record individually.

Bulk actions are especially helpful when multiple B-Notice records have received the required documentation and can be resolved together, or when previously resolved records need to be reopened for additional follow-up.

Please note: A Tax Manager has access to the B-Notice workflow, including manual resolution and bulk actions. A Support User has read-only access. Support Users can view B-Notice records and download available reports and exports, but cannot resolve or unresolve notices.

For more information on the B-Notice page, please refer to the following guide: B-Notice Page

 

How to Use Bulk Actions

Step 1: Go to the B-Notice page.

Step 2: Select the tax year from the top right.

Step 3: Filter or search the table as needed to narrow to the records you want to review.

Step 4: Select multiple rows from the main table.

Step 5: Choose the bulk action you want to apply. You can use the bulk action button at the top of the table or the bulk action bar at the bottom.

  • Bulk Resolve
  • Bulk Unresolve

Please note: The available bulk actions depend on the current status of the selected records.

Bulk Resolve Records

Use Mark Resolved when multiple selected records have a status of B-Notice Required and the required follow-up has been completed.

To mark multiple B-Notice records as resolved:

Step 1: Filter or search the table to identify the records you want to resolve.

Step 2: Select the records with a status of B-Notice Required. If all records are selected, only the records requiring a B-Notice will be resolved.

Step 3: Select “Resolve notices” from the bulk action bar at the bottom.

Step 4: Review the confirmation modal, which displays the number of records selected for resolution, and select “Resolve”.

After the action is completed, the selected records update to Resolved.

 

 

Bulk Unresolve Notices

Use Unresolve Notice when multiple records with a status of Resolved need to be reopened for additional follow-up.

To unresolve multiple B-Notice records:

Step 1: Filter or search the table to identify the resolved records you want to reopen.

Step 2: Select the records with a status of Resolved.

Step 3: Select “Unresolve notices” from the bulk action bar.

Step 4: Review the confirmation modal, which displays the number of records selected for unresolution and select “Unresolve”.

After the action is completed, the selected records update to B-Notice Required.

 

 

Selecting Records With Different Statuses

If you select rows with both B-Notice Required and Resolved statuses, the bulk action menu displays the actions available for the selected statuses:

  • Resolve notices applies only to records with a status of B-Notice Required.
  • Unresolve notices applies only to records with a status of Resolved.

Records that are not eligible for the action you choose remain unchanged. The confirmation modal shows the number of eligible records that will be updated before you confirm the action.