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To start processing orders, utilize the New Orders widget on the Main Dashboard. Select any of the four categories to begin work.
Based on your selection, a new tab will open, and direct you to the Order Details.
The Order Details will have the breadcrumbs feature along the top so you can backtrack as needed.
Utilizing the Refresh icon will update any order information that may have occurred since you opened the request details.
Any Special Instructions provided by the client can be found along the top. Clicking the checkmark will remove the instructions from your view.
The Forms section will display the forms ordered by the client. Here you can Annotate forms (if in the proper status), Add Additional Forms, Cancel a Form, Hold a Form, Approve a form, Edit existing forms, and View Attachments (if present). This section will be where you do the bulk of your order processing. The total number of forms ordered will be adjacent to the Forms heading.
Annotating Forms
The Annotate tool allows Managers to annotate the 4506 form the client included upon order placement. This feature can be used to add unique identifiers to the requested form(s) in a fully compliant IVES acceptance process. Please note: the Annotate button is only available to orders in a Requested status.
Once Annotate is selected, an overlay will be presented where the annotation can be performed. Managers can Add Order Number and/or Add Line 5 directly to the 4506 PDF.
The Order Number will import the reference number associated with the request at the time of order placement, while Line 5 will import the IVES participant company name, address, and IVES participant number, directly from the Provider Setup. When adding the Line 5 information, each field can be grabbed and dropped into their respective field. To retain the annotations, select SAVE at the bottom of the screen, or BACK to return to the order details.
Saving will automatically update the annotated form into the standard form, where it will be ready for approval, batching, etc. Under the Forms section, the Attachment name will reflect 'Annotated' appended to the filename.
Additionally, the Communications Log will record when annotations occur on a form with a corresponding date/timestamp.
Approving Forms
Once you have reviewed the order and the request meets the necessary criteria, you can Approve the form via the Approve button. Please note: if multiple forms exist per order, you will need to Approve each form individually.
When you Approve the form, the status will automatically update to 'Approved,' the request will change color, and the form will automatically be sent to the Batch Management widget. For additional information on how to send batches, refer to our Batch Management article found HERE.
Adding a Form
You may need to add an additional form on an existing order. This can be done via the Add Form (+) icon.
When selected, the Tax Return Verification Information window open so you can input the form, years needed, etc. Once completed, select SAVE on the Tax Return Verification Information screen AND the Order Information section to add the request to the existing order.
Edit a Form
Occasionally you may need to edit the form(s) your client has requested. To do so, select the Edit icon.
When selected, the Tax Return Verification Information window open with the existing information that was input upon order placement. Alter the appropriate fields. Select SAVE on the Tax Return Verification Information screen AND the Order Information section to update the request to the existing order.
Hold a Form
You can place a form on Hold so the request is not included in your batch to the IRS. However, the form will remain in the queue to be approved or cancelled at a later time. To Hold a form, select the Hold Form button.
This will open the Hold Form screen where you can select a Preset Message, draft an original message in the center textbox field, or Hold the form without entering a message.
Preset messages are those composed and saved within Provider Setup, via the Communication tab. For more information on how to create a preset message, refer to the Provider Setup article HERE.
After the messaging has been selected, entered, or waived, choose the Place Form On Hold button. The Back button will direct you back to the order details screen. Please note: preset messages can stack.
The form status will update to On Hold automatically.
When the form is ready to be taken off hold, utilize the Set to Requested button.
Committing this action will automatically set the form status back to Requested, where you can work on the order in traditional fashion.
Cancel a Form
Forms may need to be cancelled for any number of reasons prior to submission to the IRS. To cancel a form, select the Cancel Form button.
This will open the Cancel Form screen where you can select a Preset Message, draft an original message in the center textbox field, or Cancel the form without entering a message.
Preset messages are those composed and saved within Provider Setup, via the Communication tab. For more information on how to create a preset message, refer to the Provider Setup article HERE.
After the messaging has been selected, entered, or waived, choose the Cancel Form button. The Back button will direct you back to the order details screen. Please note: preset messages can stack. 
Committing this action will automatically set the form status to Cancelled and remove the form from being batched to the IRS.
