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Training

Mobile App Video Training Archive

Collection of Mobile App Training Materials

Mobile App Functionality Training

Covers Basic App Functionality for the Taxpayer Contact

  • Staff
  • Appointment
  • Links

Walkthrough of Return Menu

  • Taxpayer steps to entering information
  • Driver’s License scan/import
  • Office selection
  • Capturing images of tax documents

Mobile App Software Import Training

  • Notifications to the Taxpayer and Tax Office
  • Retrieving the submission in the software
  • WIP Screen Menu item
  • Request entry format options
  • Reviewing the import

Tax Mobile App Portal Training

Portal Login
Portal – App Configuration Options

  • Location
  • Staff
  • Custom Links

Taxpayer Submission Data

  • Viewing
  • Exporting

Send Additional Forms Feature

Taxpayer experience
in the app Software import steps