The Notices module gives you a simple, centralized way to share, track, and resolve tax notices with your Armanino team. Upload notices, view key details, and collaborate in one place as notices move from receipt through resolution.
Uploading Notices
Upload tax notices as soon as you receive them so your Armanino team can begin reviewing and responding.
Open the Tools dropdown and select Upload.
Drag-and-drop or select PDF files.
PDF only, up to 25 files per batch, <10MB each.
AI automatically extracts key fields (jurisdiction, tax type, amount due, entity, due date) and populates the notices table.
As notices process, status and extracted data update in real time.
Using KPI Filters
Quick filters at the top of the page help you stay on top of important notices:
Recently Uploaded — notices added in the last 7 days
Due Soon — due within 7 days
Past Due — due date has passed
Unresolved — not yet marked resolved
Resolved — notices that have been completed
Click any KPI to filter the notices table instantly.
Notice Statuses
Notices move through discrete statuses to track progress:
New — notice has been newly uploaded
In Progress – Armanino — Armanino is actively working the notice
In Progress – Client — action or information is needed from you
In Progress – Tax Authority — awaiting response from the tax authority
Resolved — notice has been completed with a documented outcome
Status changes are logged automatically in the activity feed.
Notice Details View
Click any notice to open the full‑screen details page.
Details Panel (Left): Review key notice information and see updates in real time.
Documents Panel (Left): Upload supporting documents or correspondence related to the notice.
Document Viewer (Center): View and download the original notice.
Activity & Collaboration (Right): See a complete activity history and communicate directly with your Armanino team through comments.