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Sneak Peek 2021: Changes to the E-file section (Part 18)

02 Nov 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.

E-file Summary/Submission page:  Return Tags

We have moved return tags up on the page and will list then in a more aesthetically pleasing format.

  • Will list the first 12 return tags
  • View all return tags link to expand the selection
  • Will continue to have the ability to select more than 1 return tag
  • Reminder:  Sites  using return tags to track the quality reviewer should include a “not reviewed” or similar tag for selection if you are making return tags required
  • All selections will appear in the return tag report (great way to track the Quality reviewer)

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