FAQ

Policies & Statements

• Information Security Overview
• Schedule K-2 and K-3 FAQ
• ERO Signatures - PUB 1345
• IRS E-Signature Policy Update
• Voucher Due Date Policy

Client Questions

• Access Codes Explained
• Device Compatibility
• Knowledge-Based Authentication (KBA) Question Generation
• Taxpayer FAQ
• Voucher Reminder Notifications

User Questions

• Role Based Access Control (RBAC)- FAQ
• Supported Return Types
• Automated Reminders FAQ
• Grouped Returns FAQ
• Overpayments, Applied Amounts and Refunds
• Purchase Additional Returns

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