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Submitting Tax Requests via Zendesk and JIRA

Table of Contents

Overview

This guide provides instructions on how to submit tax requests using two different methods: through Zendesk and via a form submission linked in the tax request channel.

Objective

To streamline the process of submitting tax requests, ensuring they are filed accurately and efficiently using the appropriate platforms.

Platforms Involved

  • Zendesk
  • JIRA
  • Slack (for accessing the form link)

Scope

This guide applies to all users responsible for submitting tax requests within the organization.
  • Tax Request Channel in Slack

Use Case

This procedure is used when a tax-related issue or request needs to be officially documented and tracked through the organization's ticketing systems.

Workflow

Step 1: Form Submission

  1. Access the form submission link provided in the tax request channel in Slack.
    Form Link in Slack
  2. Fill out all required fields marked with an asterisk (*) in the form.
    Form Fields
  3. Submit the form to generate a new ticket.
    Submit Form

Step 2: JIRA Ticket Submission

  1. Open JIRA and create a new issue.
    Open JIRA Create Issue
  2. Set the project to "tax".
    Set Project to Tax
  3. Optionally, add yourself as a watcher or assign the issue to someone else (note that there is a rule to unassign automatically).
    Add Watcher
  4. Complete the summary and description fields with the necessary details.
    Complete Fields
  5. Ensure any relevant attachments are included in the thread.
    Attachments in Thread
  6. Click "Create Issue" to finalize the submission.
    Create Issue

Exhibits / Appendices / Forms / Supporting Documents/Resources

  • None

Change Control Log

  • Initial creation
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