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Information Reporting
General
Tax Season
- Tax Season FAQs
- Tax Season Process Overview
- Physical Mailing from the Dashboard
- Tax Season Resources
- TY2025 Tax Season Timeline
- EXTENDED TY2025 Tax Season Timeline
- US Tax Season Extensions
- Dashboard Overview: Information Reporting
- Tax Season Dashboard Process Graphic
- Form Delivery
- Data Changes and Corrections
- Physical Mailing
Dashboard Pages
How To Articles
- How to Update Transactions
- How to Review Filing Submission Files
- How to Submit a Physical Mailing
- How to Export Form Data Export
- How to Export the Account Owner/Account Data
- How to Update Filer Details
- How to Void Filed Forms
- How to Update Form Data
- How to Update Account Data
- How to Review Historical Filings
- How to Delete Forms
- How to Add or Remove Accounts From Scope
- How to Approve Forms for Filing
- How to Identify Incomplete Data
- How to Download Forms
- How to Download the QA Package
- How to Rescind a Filing
- How to Generate Tax Forms