Review and Return Submission Process
We provide a cursory review of every return submitted using our EFIN. As a PTIN holder you can not submit your own returns directly to the IRS so we must do it for you. Once you have completed a return, mark the return for review and it will notify our team.
The review team can and may request additional documents or ask for explanations and if this happens to you please comply. If you are randomly selected to provide additional information by our review team they will email you and place notes in the software. Follow instructions and provide the documents in a reasonable amount of time. If the requests aren’t responded to and documentation provided as needed the return in question will not be e-filed.
The review team has a non-biased interest and holds all parties in the best regards. All signatures are required prior to submission.
Please see the ‘Signatures’ section for more details. If your returns fail review once you made corrections and ready for re-submit, deselect the review and or complete button save and exit the return. Re-enter the return and select the review button. Now the review team can see you are in there queue.
Make sure to watch the software training videos that are available on the left side of your portal.
When submitting a return, you must have a minimum of:
- Your client’s valid, unexpired driver’s license or state issued ID
- Supporting documentation such as W2, 1099, social security cards
- Other documents as requested at the discretion of the reviews team
Once you have submitted a return for review it will automatically notify reviews, with the following exceptions:
- Prior year returns
- Amended returns
- Corporate returns
If you have any of these types of returns please notify the reviews team directly that the return was submitted or it will be delayed. If you have used the payment links for these returns and filled out the form the review team will be notified once payment has been made. For prior year returns you can use the non-bank product return link located in your Partner Portal, then after you’ve entered the client’s first initial, last name, and last 4 numbers of their social security number you can write something like ‘PRIOR YEAR RETURN 2021’ to notify the reviews team that it is in that years queue. They do not look in prior years unless instructed to do so by you.The same goes for the amended returns. Make sure to indicate which year the amended return is from.
Currently, we are not reviewing corporate returns. We will notify you of any changes. Please e-file your own return to the irs. This is all done on a trust basis; we want to see what works best for our clients. However you are still required to make payment through the Client Hub.
Please note: the PTIN reviews team will review and submit your tax returns and troubleshoot what documents are sufficient but they will not follow up with you in regards to requests for status updates on returns. Your software will be up to date with the latest information in regards to acceptance, rejections, etc.
If you have any questions about a rejection code or other tax question, your most immediate response will come from the helpdesk. If you still have questions, please contact the reviews team.
Contact the reviews team at reviews@taxxsavage.com.