Mobile App Video Training Archive

Covers basic app functionality for the taxpayer contact.

• Staff
• Appointment
• Links
• Walkthrough of the Return menu
• Taxpayer steps to entering information
• Driver’s License scan and import
• Office selection
• Capturing images of tax documents

Retrieving and reviewing taxpayer submissions in the software.

• Notifications to the taxpayer and tax office
• Retrieving the submission in the software
• WIP Screen menu item
• Request entry format options
• Reviewing the import

Portal login and app configuration options.

• Portal login
• App configuration: Location, Staff, Custom Links
• Taxpayer submission data: viewing
• Taxpayer submission data: exporting

Taxpayer experience in the app and software import steps.

• Taxpayer experience in the app
• Software import steps