Consultant Request Management

This sub-section allows for a consultant to manage taxpayer request

To view a list of request sent by taxpayers and carry out an approval

• Click 'Consultant request' icon at the sidebar
  View request dashboard with Filter options
• TAX ID
• Email
• Phone number
• Status drop-down
• Reset button
• Filter button
  View listing table with taxpayers details
• Registration No/Taxpayer ID
• Name
• Employee Type
• Phone
• Email
• Status
• Actions

• Select status type from drop-down to filter for consultant requests to manage.
• Removed
• Cancelled
• Denied
• Pending
• Approved
  When you select any of this, click 'Filter' to streamline the search
• Click 'Reset' to refresh filter option

To APPROVE a taxpayer request

• Click 'APPROVE' button by the taxpayer request row

View APPROVAL pop up

• Click 'YES, NEXT' to successfully approve a taxpayer consulting request
• Click 'CANCEL' button to close out approval action

To DECLINE consultant request

• Click 'DENY' button as seen on the taxpayer request row
  View DENY pop
• Click 'YES, NEXT' to complete request decline made by a taxpayer
• Click 'NO' to call off deny action