Phase

The Phase tag on the upper right side indicates your status for the currently selected tax year.

There are two types of Phase tags:

Gather & Preparer - Indicates the starting phase for all clients.  In this phase, you can gather your tax documents for your tax professional, and then they will begin preparing your tax return.

Review & File - This appears once your tax professional has prepared the tax returns and uploaded it to your Tax Returns area.  You can review your tax return, sign any applicable E-File authorizations, and your tax professional can then file your tax returns.