Covers Basic App Functionality for the Taxpayer Contact
• Staff
• Appointment
• Links
Walkthrough of Return Menu
• Taxpayer steps to entering information
• Driver’s License scan/import
• Office selection
• Capturing images of tax documents
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Mobile App Functionality Training
• Staff
• Appointment
• Links
Walkthrough of Return Menu
• Taxpayer steps to entering information
• Driver’s License scan/import
• Office selection
• Capturing images of tax documents
Mobile App Software Import Training
• Notifications to the Taxpayer and Tax Office
• Retrieving the submission in the software
• WIP Screen Menu item
• Request entry format options
• Reviewing the import
Tax Mobile App
Portal Training
Portal Login
Portal – App Configuration Options
• Location
• Staff
• Custom Links
Taxpayer Submission Data
• Viewing
• Exporting
Send Additional
Forms Feature
Taxpayer experience
in the app Software import steps
