Adjust notifications for a taxpayer with records available
Adjust notifications for a taxpayer with records available
Click on the number of records available
Choose the Notifications tab.
Enter your email address. Choose notification topics specific to this taxpayer. Save.
Adjust notifications for a taxpayer before gathering consent
Adjust notifications for a taxpayer before gathering consent
To enable notifications for a specific taxpayer while pre-filling their information, click on their name from the Individuals and Businesses tab.
Choose the Notifications tab.
Enter your email address. Choose notification topics specific to this taxpayer. Save.
Exclude a taxpayer from portfolio monitoring
Exclude a taxpayer from portfolio monitoring
If you have a specific taxpayer that you do not want included in regular monitoring, you can deselect this check box from their Notifications tab.
