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Sneak Peek 2021: Changes to the E-file Section (Part 10)

25 Oct 21
Kim Manuel
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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.

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