Uploading Tax Returns, and what it means when you receive a "warning" after an upload
There are a few ways to upload a return into the system:
- On the Households page, click on the Upload Return button located to the right of the search bar located to the top left of the page.
- Also on the Households page, click on the upload icon to the right of the client in question.
- Click on the name of the household you'd like to upload a return for and click on the Upload Return button there.
Select an existing or create a new household, choose the tax year of the return you are uploading, and click the Browse button to navigate to the return on your local drive.
Once you've uploaded the return, we'll scan it using our Optical Character Recognition (OCR) software. We review all uploaded files for accuracy between 8:00 a.m. and 5:00 p.m. CT.
If the scan is clean and our internal calculations match what's on the return, you'll see the Tax Report and Scenario Analysis reviews available on the client's household page.
Occasionally, you'll see a warning on the household page when you've uploaded a return that indicates that we're conducting a manual review.
If that happens, don't panic! Usually, this is the result of an image or scan of a return that we can't read cleanly. The OCR technology has a high bar for confidence, so even the slightest smidge of a watermark that bleeds into an entry field on the tax return will trigger a review. When this happens, our team of Data Analysts will review the return and make any manual corrections that we can.
If there's something we can't correct - such as missing pages or critical missing pieces of data - we'll send you an email to let you know, along with instructions. You'll also see the description of why we can't process a return on the client's household page.
Other times, our internal tax calculation won't match what's on the return. We want you to be able to use accurate and correct information when using the Scenario Analysis tools, so we'll try to diagnose the issue on our end before reaching out to you for clarification. One of our Client Support Specialists will contact you with the nature of the problem and ask how you would like to proceed.
For further troubleshooting, please reference our guide below!