Documentation | User Guide

Documentation | User Guide

Collection Module

This guide is intended primarily for the user of SIGTAS. It details the procedures and functionalities needed to manage collection cases. It explains how to associate assessments and opening balances with collection cases. The collection module also specifies how to assign agents, officers and contacts to collection cases.

This module is composed of several large sections. Each section is treated individually and presents the main functionalities of the component. This page displays all the functionalities available in the Collection module. The display order of the sections corresponds to that of SIGTAS (left section of the home menu).

In order to lighten the content of the guides, the following sections do not document the procedures for closing, modifying, and deleting, since they apply the same way to all pages. However, these functionnalities are described in more detail in the Close, Edit, and Delete section of the About SIGTAS guide.

To access the guides, click on the following link:

Reports

SIGTAS provides users with a series of interactive reports allowing them to generate data according to various parameters. To learn how to generate and print interactive reports, click the following link: Reports.

To access the reports:

  1. Go to the Collection module;
  2. Choose the Reports option;
  3. Click on the report you wish to display.

The reports in the Collection module are:

  1. Cases Needing Collection. This interactive report displays cases needing collection based on various search criteria such as the Tax Division, Income Type, etc. (520:10009);
  2. Collection per Occupation/Activity Monthly Report. This report is used to print the collection per occupation or activity based on various search criteria such as the Tax Division, Region, etc. (520:10001);
  3. Print a Collection Case. This report is used to print a collection case based on the TIN, Collection Case No., etc. (520:10011);
  4. Print List of Collection Cases. This interactive report displays the list of collection cases based various serach criteria such as Open Date From and To, etc. (520:10002);
  5. Select Estimated Assessments Payments Follow-Up. This interavtive report displays the estimated assessments payments follow-up based on various search criteria such as the Tax Division, Tax Type, etc. (520:10012).