Understand phase tags
The
Phase
tag indicates your status for the currently selected tax year.There are 2 types of
Phase
tags:- Gather & Preparer- This tag indicates the starting phase for all clients. You can add your tax documents for your tax professional, and they’ll begin preparing your tax return.
- Review & File- This appears once your tax professional has prepared the tax returns and uploaded it to yourarea. You can review your tax return and sign any e-file authorizations, and your tax professional can then file your tax returns.Tax Returns
