Tax Resolution & Notices
All about how to set up transcripts, notices, and collections.
Getting Started with Transcripts & Notices
- Use Transcripts & Notices In-App Guides
- Request a Client's Transcripts
- Revise a Client's Transcripts Settings
- Request a Client's Transcripts Again
- Create Notices
- Update Statuses from the Notices List
Tax Organizers
Transcripts
- Set Up the Transcripts Integration
- Request a Client Transcript
- Review Transcripts Documents
- Review Transcripts Reports
- Sort and Filter the Transcripts Dashboard
- Add Additional CAF Numbers to Your Account