Help Center

Starting Friday morning, May 26, 2023, we are releasing a small update for the Tax Verification Provider (TVP) platform. This release includes the ability to manually complete forms on behalf of your clients and incorporates brand-new Line 5 annotation tools, that comply with the current IVES requirements. With this latest TVP update, now is the best time for you to begin familiarizing yourselves with TVP and all the processing tools at your disposal in a single platform! For a complete description of these enhancements, please continue reading below.

We encourage you to consult with our Help Center articles, found HERE, for additional content and information.

Manually Complete Orders As we continue to incorporate the complete catalogue of features from TRV Provider into TVP, we are eager to share that Managers can manually complete orders on behalf of their clients directly in TVP! This new feature can be found within the Order Details on applicable orders. Please note: only orders in a Waiting on IRS status will contain the Manually Complete function. How To Use This Feature:  This feature is only accessible to Manager Users. Login to your TVP Manager user account. Select an order with the status of Waiting on IRS. Once the order is open, in the Forms section you will see the new Manually Complete button. An overlay will appear with the years ordered on the form. Upload the transcript(s) to the appropriate year(s) and select Send at the bottom of the screen. TVP will update the status from Waiting on IRS to Completed. For a complete walkthrough on manually completing orders, check out our Help Center article HERE.

All-New Annotation Tool We have added a new annotation tool that aligns with the current IVES acceptance process! Now, Managers can insert Line 5 information and/or the Order Number directly to the 4506 form within TVP. Our interactive drag and drop element allows Managers to simply grab the order number or IVES participant information and drop it into the appropriate field directly on the 4506 form! This new annotation tool also accommodates breaking out the Line 5 fields, so you can properly place the information pulled from the Provider Setup to the appropriate field. Please note that the Annotate tool is only available on orders in a Requested status.   How To Use This Feature:  This feature is only accessible to Manager Users. Login to your TVP Manager user account. Open an order in a Requested status. Under the Forms section, the Annotate button is available to the right. Once Annotate is selected, a new overlay will appear where you can Add Order Number and/or Add Line 5 via the annotation tool we have built into the overlay screen. Selecting either function will import the information from the order details and Provider Settings at the top of the 4506 in red font. You can then drag and drop the information directly onto the 4506 PDF and SAVE. TVP will update the attached 4506 form with the annotations applied, which can be viewed under the Attachments section of the order details. Additionally, the Communications Log captures when annotations were made, to ensure you always have access to an accurate edit log. For more on how to process orders in TVP, check out our Processing Orders as a Manager article in the Help Center.