Tax Verification Provider (TVP) Enhancements Scheduled for Friday Morning, May 3rd, 2019


The Tax Verification Provider (TVP) system will be enhanced for you and your clients on Friday morning, May 3rd, 2019.  This release includes the ability to mass-communicate messages to your clients in TVP, as well as streamlining the order process so that clients don’t have to upload the same 4506-T over and over on the same order.  Read on for detail.
 
New Ability to Create Alerts Helps Broadcast Quick Messages to Client Users
This release includes the ability for managers to create general messages and alerts that your client users will see upon login. This will prove helpful when you need to broadcast a quick message to your clients about the IRS being down, a holiday schedule that is coming up, etc. When you setup an alert for clients to see, it will be visible to all lender clients across the board upon login. Your manager users can add alert messages at any time, toggle them to show or not to show, and delete alerts at any time.

How to use this feature:
Login to TVP as a manager, and go to the Provider Setup menu option.  There will be a brand new Alerts tab here – displayed as a triangle with an exclamation point.  Move to the new Alerts tab. To create a new alert, click the orange Plus button at right. You can either create an Alert message, or an Information message. Alert messages are generally used for technical difficulties, and Information messages are generally for schedule changes, upcoming holidays, etc. Once you select an Alert Type, type in the Title of the message and the Message content.  When ready, Save your changes.  When saved, the message will be defaulted to OFF so messages are not accidentally displayed.  Turn the alert ON to properly display it to your clients.

 
Auto-Include 4506-T (and other Uploads) on Subsequent Forms
To help streamline the TRV ordering process, whenever your clients upload a 4506-T, and then click the Add New TRV button to add a new form to the request, the 4506-T form that was uploaded previously will automatically attach to the new form request. This is to eliminate the time spent uploading the same 4506-T file over and over when multiple forms are being requested. Users can easily remove the automatically uploaded file if they don’t want to reuse the same 4506-T by clicking the red “X” next to the uploaded file, and uploading a different file.

Additionally, when requesting an e-signature for the 4506-T and the user uploads Audit Docs, and then clicks the Add New Form button, the audit docs that were previously uploaded will automatically be added to the new form for convenience.

How to use this feature:
There is nothing you or your clients need to do to take advantage of this feature.  It will work by default.