Reviewer Dashboard

A brief tour (begin here)

The
Reviewer Dashboard
 lets you complete tasks and review checklist items for SPbinder and TaxCaddy. The
Reviewer Dashboard
 also gives tax professionals a high-level view of clients' tax return information and lets them check on areas of interest or concern without opening the binder. Tax professionals can perform risk analysis, finalize the tax return, and send the deliverables (Tax Returns, Tax Payments, and e-file Authorizations) to TaxCaddy clients.

Client List

After opening the Reviewer Dashboard, your client list will automatically appear on the left drawer panel.
The client list on the left drawer panel will show the following clients:
  • Clients whose Client Profile you are following in TaxCaddy.
  • Clients you are an Owner of in TaxCaddy/FileRoom.
  • Clients you are an assigned member of in TaxCaddy/FileRoom.
note
Clients you don't have access to isn't available and can't be selected. This can include being restricted by assigned members or office location restrictions. 7216 restricted clients won’t appear in your list if you don’t have 7216 access enabled.
On top of the client list, you can switch between different tax years, search for a client, or hide the client list. The client list only shows clients based on the selected tax year. Use the
Tax Year
 dropdown menu to select a different tax year. You can search by a client's first name, client's last name, Binder ID, SP Client ID, Tax Client ID, binder status, or TaxCaddy invite status.
You can view each client's first name, client's last name, Tax Client ID, Binder ID, or current binder status.
TaxCaddy & Binder Status
Status
Description
TAXCADDY STATUS
Shows the client's current TaxCaddy invite status
BINDER STATUS
Once a binder is submitted, it goes through different stages of processing. The binder status badge shows you each binder's current status.
Color
Description
Gray
Appears for
Awaiting Binder Submission
,
Documents Uploading
,
SP Processing
 and
In Verification
.
Yellow
The binder is set with a blank or custom status.
Red
The binder is in error.
Toggle Client list
You can show or hide the Client List at any time. To view the client list, select
Client List
.
To hide the client list, select the back arrow icon.

Viewing Clients

You can dive into each client's profile to review the status of their documents as well as view all the submitted documents without opening SPbinder. Additionally, you will be able to perform different tasks as new features are released.
On the
Client List
, select the client's name to review their details.
The left panel displays information about the client that's currently selected. You will see a brief overview of the client's name binder status, tax year, and checklist status.
  • Complete
    : Shows if the checklist items have all been completed.
  • Needs Attention
    : Shows if items need to be reviewed or addressed.
Client's Checklist
The reviewer Dashboard will open the 1st panel where you can select individual checklist items. The progress bar on top shows the percentage of completed checklist items.
note
You can select the client name to view additional client information.
If at any point, you need to view the binder for complete details, select
SPbinder
 to open the client's binder directly from Reviewer Dashboard. You can then open the PBFX file to open SPbinder.
note
  • You must have SPbinder installed to open the binder. If you are not able to open the PBFX file then you may need to associate the PBFX file to open SPbinder.
  • In the Chrome web browser, select
    Always open files of this type
     if you want to automatically open SPbinder without selecting the downloaded PBFX file.
Checklist Status
Each checklist item has a status icon to notify you if the checklist item has been reviewed/completed or needs your attention.
  • Complete
    : It indicates that the checklist has been reviewed or completed.
  • Needs Attention
    : It indicates that the checklist items need to be reviewed or addressed. To view additional details, select the checklist item.
You can consider each checklist item (for example, Documents, Notes, Deliverables) an individual task for yourself as a reviewer. If a checklist item needs your attention, select the item to review details in a new panel.
Checklist Panels
The reviewer Dashboard is split into 3 panels; each item on the checklist will open a new panel to show additional details if necessary.
  • Panel #1 (left)
    The 1st panel is a list of all the tasks (that is, a checklist) that you can complete as a manager/reviewer.
  • Panel #2 (middle)
    The checklist item/task you select on the 1st panel will expand into the 2nd panel (in the middle) where you can view the details and sign-off on the underlying task.
  • Panel #3 (right)
    Some information on the previous panel may require additional information or follow-up. This panel will let you view data without opening a client's binder. For example, you can view notes, documents, Leadsheet data.
Collapse/Expand Checklist
When you're working in the Reviewer Dashboard, you can collapse the
Checklist
 (first panel). This can be helpful if you are working on a smaller screen and don't have enough viewable area. Or, if you think you might be overloaded with too much information, you can expand and collapse the panel as you need when going through the client's Checklist items.
To collapse the
Checklist
 (first) panel, select the
Expand/Collapse
 icon.
You will see the Checklist (that is, the 1st) panel collapsed and the middle and last panels expanded. You can select the checklist icon again to expand the list.

Related content

This article applies to:

  • Product: SurePrep