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- Avoid missing deadlines with dashboards and email alerts
- Access custom data queries from multiple devices
- Approve tax returns, assessments, and payments remotely
- Measure productivity and prioritize resources
- New tab inside Returns Manager to track information about returns generated in PTMS
- Currently, the PTMS Calendar can track many events about returns (e.g., return mailed and return reviewed) but the process for creating and managing those events is all manual.
- Returns History tab makes this process easier
- Amended returns are tracked separately
- Notifications will be supported for returns
- Insight doesn’t require filing accounts for returns
