We are excited to begin introducing changes to the e-file section of the application for the upcoming filing season. 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.
Horizontal instead of Vertical Layout
You will access the different sections in a horizontal tabular manner rather than one long vertical page separated by accordion style folders.
Purpose: The application saves the data each time you hit continue to move to the next or different section. All required entries per section must be completed before saving and exiting the section. This is consistent with how the preparer navigates the entry pages in the return.
Advantage: The preparer or quality reviewer can quickly see the pages that have been completed by the indication of the checkmark associated with each heading.
- Return Type = This is where you decide how you are filing the federal and state return
- View Fees = This gives the sites that are tracking fees to capture “savings to the taxpayer” for reporting purposes a more in-depth look at the fees that would be associated with the return if the taxpayer went to a paid preparer.
- Bank Account = This will display the information needed for Direct Deposit or Direct Debit. This is where the preparer will access the information for Form 8888 if they have made this selection in Office Setup. We strongly recommend making this selection. If the taxpayer does not want to split their refund, simply enter the information in the first bank account and Form 8888 will not be included with the return.
- State ID License = This will be optional or required based on the state(s) in the return
- Taxpayer Consent = Access the consents that are assigned to the site or created by the site. This will be where you access the Global Carryforward Consent
- Custom Questions = Access the questions that are assigned to the site or created by the site.
- Custom Credits = Access the custom credits that are assigned to the site or created by the site.
- E-file Summary = This is equivalent to the submission page where you will have options to print the return, mark the return for review, mark the return complete, select return tags, etc.
Each section will have the ability to select Back, Continue or Save & Exit
