Client Info

Client Info

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Refunds & Payments Due

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  • On the left of the screen, you will see “Refunds & 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 change and move to the bottom right of the screen, where you will see another window listed as “Refunds & 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
  • These changes will be reflected in the upper left window immediately.
  • Once Editing is complete, click "Update".

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  • Also, on the right, there will be an “Actions” pane with the title of "Return Information", “Taxpayer”, and “Spouse” (if applicable).

 

Return Information

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  • In this action pane, please verify that the following fields are correct
    • Client ID
    • Partner / ERO / Signer
    • 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

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  • 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: You will need to enter the email address for your Primary Recipient and select them for the initial email recipient under "Delivery Options." 

 

Spouse:

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  • 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: You will need to enter the email address for your Primary Recipient and select them for the initial email recipient under "Delivery Options."

 

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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