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Portfolio Monitoring

Receive notifications when IRS events are logged

Updated over 2 months ago

TaxStatus System Admins can set up monitoring preferences for the entire portfolio of taxpayers who have records available. These alerts detect changes from the original files that are delivered by the IRS. Follow these 3 steps.

  1. Use the dropdown menu at the upper right to access System Settings.

  2. Scroll to Portfolio Monitor. Ensure that the box is checked

  3. Enter an email address to receive notifications, choose the topics of interest, and save.

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