Mobile App retrieval with proforma data present in DataBase
Mobile App retrieval with proforma data present in Data-Base
If the ERO is entering mobile application data for a Tax Payer that is in prior year program the following prompt will occur. The step below will explain what occurs when answering that prompt.
If the user answers Yes, the Mobile App submission will OVERWRITE the proforma data (usually not the route a preparer would want to go).
If the user answers No, the proforma file will be brought forward and only the images from the mobile app submission will be imported into the document archive.
The user can log into taxmobileapp.com to view the other fields entered on the app if needed.