We are excited to begin introducing changes to the e-file section of the application.  These changes are designed to increase efficiency and to produce a more quality return.  As we begin seeing these changes internally, we will introduce them to you to make you aware of any changes that could impact the day to day operations of your site.

E-file Summary/Submission Page – Overview of filing types

The first section allows the preparer and quality reviewer a quick look at how each return  is currently set to be electronically filed.

• Displays federal and state(s)
• Prominently displays refund/balance due
• Displays return type that allows the quality reviewer to more easily identify any states marked as “Paper”
• Quick access to edit the return type if a change needs to be made

Happy Halloween!!!  November is right around the corner and we are super excited for the beginning of a new tax season.

What’s around the corner?

• Practice Lab 2021 (ETA November 15th)
• IRS Cut-Over (TBD)….Once the IRS makes the announcement, we will make a blog post.  You will still have access to your application, but you will not be able to e-file any returns until the IRS brings e-file back online in January (date to be determined).
• Orders — We will begin sending out notifications for software orders the week of Thanksgiving….look for the notifications in your inbox on Monday, November 29th.

We are excited to begin introducing changes to the e-file section of the application.  These changes are designed to increase efficiency and to produce a more quality return.  As we begin seeing these changes internally, we will introduce them to you to make you aware of any changes that could impact the day to day operations of your site.

Custom Credits

The only change to the custom credits is how you access them.  They will be located on a tab between Custom Questions and the E-file Summary/submission page.  The continue button at the bottom of the page will save the information you have entered in the section.

We are excited to begin introducing changes to the e-file section of the application.  These changes are designed to increase efficiency and to produce a more quality return.  As we begin seeing these changes internally, we will introduce them to you to make you aware of any changes that could impact the day to day operations of your site.

Questions Section

There are several changes to the Questions section that will allow for a better user experience:

• Required questions will have a “required” indicator to be more consistent with required entries within a return
  • Note:  The mock up does not mean all IRS assigned questions will be required, they were just used as an example:
• Answers to the questions will be saved once the user selects Continue at the bottom of the questions section.
  • This allows the user to navigate back to the return or other sections of the return without losing the answers

The URLs expired after October 21st.  The links will no longer offer free tax prep to the taxpayers nor offer access to prior year return(s). In the FSA world, 2020 FSA software is now considered prior year.

As we begin receiving new orders for TY2021, new URLs will be generated based on the order received from the IRS and emailed to the volunteer site contact in January of 2022.

We are excited to begin introducing changes to the e-file section of the application.  These changes are designed to increase efficiency and to produce a more quality return.  As we begin seeing these changes internally, we will introduce them to you to make you aware of any changes that could impact the day to day operations of your site.

Consents

All consents that are assigned and/or created at the site level will be made available to the user/preparer in the Consent Section.  The same consent rules apply that the consent(s) must be answered before  you can mark the return for review or mark the return complete.  The below example displays how the screen will appear if you have more than one consent.  You will be displayed the first consent and then can expand the additional consents.  The consents are displayed in the order they are either assigned and/or created at the site.

We are excited to begin introducing changes to the e-file section of the application.  These changes are designed to increase efficiency and to produce a more quality return.  As we begin seeing these changes internally, we will introduce them to you to make you aware of any changes that could impact the day to day operations of your site.

Drivers License/Identification information

The Drivers License/State Identification information will display once a selection has been made. Note: If this tab displays as “optional” you can simply skip to the next section.

We are excited to begin introducing changes to the e-file section of the application.  These changes are designed to increase efficiency and to produce a more quality return.  As we begin seeing these changes internally, we will introduce them to you to make you aware of any changes that could impact the day to day operations of your site.

Drivers License/ID

We have moved the Drivers License/ID section closer to the bank information section.  The section will display if the driver’s license is optional for the state or required by the state(s) associated with the return.

Advantage:  Improves the flow of the information where the user/preparer may need to see physical documents from the taxpayer when preparing the return.