Tag Archives: Quality Review

Pro Online 2016: Review Returns

Scenario:  You click select on Review Returns and you cannot see the SSN or Taxpayer’s full name

0121 REVIEW RETURNS

You can still click Select and view the entire return.  This is a display issue on the Review Returns Client List.

Solution:  We will resolve this in an update.

 

Blog Posted 01/21/2017  1:03 PM EST

Peer to Peer Review Security Template Example

The following Security Template is an example of how to use the built-in review process to mark returns ready for review and either approved or failed in a site that uses a peer review process.

0120 PEER REVIEW SECURITY TEMPLATE

How would I use this Template?

The following is meant to be an example of how this template could be used at the preparer level:

(1) Preparer ABC creates and completes the return

(2) Preparer ABC marks the return ready for Review and then Selects Save and Exit Return

0120 MARK REVIEW

(3) This changes the status to Review Pending.  Preparer ABC turns the return over to Preparer XYZ

0120 PEER REVIEW STATUS

(4) Preparer XYZ opens the return and conducts their review based on the procedures established by the site.  When they are through and the return is ready for the next step, they mark the return Approved and Complete

0120 PEER REVIEW MARK APPROVED AND COMPLETE

(5) The status is now complete and ready to submit to the Processing Center

0120 PEER REVIEW COMPLETE

Blog Posted 01/20/2017   1:32 PM EST