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Sneak Peek 2021: Changes to the E-file Section (Part 12)

26 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.

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.

 

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