Upcoming changes to TC Reference Manual

1 post / 0 new
rlfranc
Upcoming changes to TC Reference Manual

Customized Security Templates:
After further reading, I realize that SOMEONE at the site must have the ability to "Mark Return Complete" to allow efiling of the return. Depending on how each District/Site plans to perform Quality Review, this could be limited to the Site Manager template or included in all templates. Each district will have to determine how they plan to do this.
Customized Questions
NTTC just published an update to the "NTTC Guide for TaxSlayer Pro Online (TSO)" dated Jan 2. They have modified the list of required qestions for Tax-Aide adding Quality Reviewer to the list and specifying a format for the questions. The new document can be downloadedd from the OneSupport Help Center. The changes will be incorporated into the next revision of the TC Manual
Bob Francis