How to view your information requests
- From the Dashboard:some text
- When you log into the Bench Tax App, you’ll see a snapshot of your information requests.
- To view all requests, click ‘View All’.
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- From the ‘Information Request’s Section:
- Click ‘Information Requests’ in the left-hand menu to see a full list.
- This section includes:some text
- Information requests that need your input
- Requests pending review by your Tax Team
- Resolved information requests
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How to complete information requests
From any information request:
click the click the provide information button on the right and a comment panel will open up where you can include all the required information the team needs.
- Click the button on the right side of the request.
- In the comment panel that opens on the right, provide all the required information your team needs.
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How to view comments on information requests
If there are comments on any of your information requests, you’ll see a comment icon next to the request.
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How to access comment threads
To refer back to any comment threads with your Tax Team:
- Click ‘New Comments’ in the top-right corner of the app.
- A side panel will open, showing your comment history.
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