Client Info

Client Info:

  • On the left of the screen, you will see “Refunds and Payments Due”. Below this, you will see any Refunds in green and any payments due in red

  • Should any of this information need to be edited, click on which line item needs to be changes and move to the bottom right of the screen, where you will see another window listed as “Refunds and Payments Due”. This is your editing window for these line items
    • You are able to edit:
      • Authority
      • Amount
      • Whether this is a Refund or a Payment Due
    • Once Editing is complete, click "Save Changes"
      • These changes will be reflected in the upper left window immediately

  • Also, on the right, there will be an “Actions” pane with additional expandable panels for “Return Information”, “Taxpayer” and “Spouse” (if applicable)
  • Return Information: Please verify that the following fields are correct
    • Client ID
    • Partner
    • Engagement Type
    • Tax year
    • If this is a joint return, the “Married Filing Joint” check box will be checked and there will be Spouse information listed below the Taxpayer information
  • Taxpayer: Please confirm / enter the following information
    • Name: Extracted from the return
    • Address, City, State, ZIP: Extracted from the return
    • DOB: Not required, but can be entered.  This is required for IRS KBA requirements.  If you do not provide it, the taxpayer and spouse will be required to enter it before initiating the KBA process. 
    • Email Address: REQUIRED:  You will need to enter the email address for your Primary Taxpayer
  • Spouse:
    • Name: Extracted from the return
    • Address, City, State, ZIP: Extracted from the return
    • DOB: Not required, but can be entered.  This is required for IRS KBA requirements.  If you do not provide it, the taxpayer and spouse will be required to enter it before initiating the KBA process. 
    • Email Address: NOT REQUIRED:  It can be entered if you know it, otherwise we will request the taxpayer to provide it for us. 

  • Once Client Info has been verified and mandatory fields have been entered, click “Next” across the bottom or select the “Group” tab across the top (both actions move you to the next step in the process)
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