• If you stop working on a return before completing it – for example, the taxpayer needs to come back with a missing tax document, then:
    • Create a note (page 8) about the status; if documents are missing, indicate which documents are needed.
    • After exiting the return, set a tag (see page 8) to indicate that the taxpayer needs to return with more information, or that the taxpayer left, or something else, if appropriate. (The exact tag depends on the choices defined by your district or local site.)
    • Add an explanation of the status of this return to your Activity Reporting log.
  • Note: Until you are logged out or you open another return, the return you worked on is locked and cannot be opened by another user for 30 minutes.

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