Tag: Quality Review

Practice Lab 2017/Pro Online: Health Insurance “View/Print” a single Form Live

30 Nov 17
Craig Smith
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The “View Form” feature is now live after completing the Health Insurance menu to view either F8962 or F8965.

Form 8965: If a return has an exemption claimed, the “View Form” option is available directly on the Health Care Exemption screen after adding the first exemption.

 

Form 8962: If the return requires Form 8962, the “View Form” option is available on the first page of the Health Insurance Questionnaire AFTER the Health Insurance Questionnaire has been completed. This location was chosen primarily for quality review. When the Quality Reviewer is going back through a return, they will be able to generate the PDF at the beginning of the Health Insurance section prior to checking entries.

 

 

 

Note: Utilizing the “View Form” feature from the above screen will only generate Form 8962 if it is included with the return based on how the Health Insurance section was completed. Otherwise, a blank page will show.