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Sneak Peek 2021: Changes to the E-file Section (Part 19)

08 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 – Marking Returns to review/for complete

This section has been moved to the bottom of the submission page since it is typically the last action required prior to exiting or transmitting a return.

Marking a return to review will be displayed prior to the selection of marking a return complete.

  • Advantage: More natural flow for sites using the built-in quality review process.
  • Advantage: Helps prevent returns from being marked complete prematurely

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