Tax Resolution & Notices
All about how to set up transcripts, notices, and collections.
Tax Organizers
Transcripts
- Updated Transcript Request Process | FAQ
- Transcript Status/Error Messages
- Updated Transcript Request Process
- Request a Client Transcript
- Review Transcripts Documents
- Review Transcripts Reports
Collections
Notices
Getting Started with Transcripts & Notices Standalone
- 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
Resolution Cases
- Use Client Surveys
- Create a Resolution Case
- Create an Engagement Letter
- Create a Letter Template
- Update Your Letter Templates
- Add Forms to a Resolution Case