Interview mode within Desktop program

Interview mode is a method to complete a return using situational questions to complete the return.

1. Interview mode can be used with every return (see below for configuration) or activated on a per return basis.
2. There are "help me decide" buttons to assist the ERO when there is uncertainty.
3. An ERO has the ability to "Exit" the interview mode by hiding the options on the Left Attached Forms.

 

 To activate Starting ALL returns in Interview mode.

1. Go to Setup 
2. Then select Login Accounts & Double click the login that needs activation
3. Put a checkmark in the box next to Start Return with Return Interview
4. Select OK to save the changes made.

 

To Remove Interview Mode from a return see KB 795 Removing Interview Mode from a return within the Desktop program.

Article ID: 684
Created: Tue, May 22, 2018
Last Updated: Mon, Apr 13, 2020

Online URL: //kb.erosupport.com/article-684.html