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Category: General FAQ

Return Review Workflow

Return Review Workflow allows the ERO or the manager of the tax office to manage and review tax returns before they are electronically filed.


This feature allows the ERO (or any preparer who has been given access) to review tax returns before the returns are marked complete and ready for transmission. Once the ERO or other authorized preparer reviews and approves the return, they can mark the return complete.


Return Review Workflow - Step by Step Instructions

Return Review Workflow - Quick Step Guide

Last Updated: 4/28/2017

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