May 19, 2017

  • Uploading Tax Forms – When uploading tax forms from the student to SchoolDocs, please only include the first 2 pages of the 1040/1040A/1040EZ.  Some files are being uploaded with over 80 pages of attachments and none of that extra documentation is needed.
  • New Interest Rate Starting Now (17-18) – Interest.jpg

April 26, 2017

  • Hyphenated Last Names – Dashes are not required for the last names on the DocuSign forms or EAs.  If the last name is Smith-Jones, it can read SmithJones and will be fine.
  • Tax Return Transcripts – We are now able to accept signed 1040s in place of tax transcripts, per Ryan Perry.