A formalized tax return review process helps catch errors and omissions as well as returns that have been inappropriately prepared. In an office with multiple preparers with varying degrees of experience, this system can help ensure the accuracy and integrity of the return preparation process.
Return Review Workflow is a feature of TaxSlayer Pro that allows the ERO or manager of the tax office to review tax returns before they are marked complete and electronically filed. Before a return is marked complete, it will have one of four statuses: In Progress, Review, Failed Review, or Approved.
See the attached instructions for detail on setting up and using Return Review Workflow.