How to Complete Tax Information Requests

How to view your information requests

1. From the Dashboard:some text
   1. When you log into the Bench Tax App, you’ll see a snapshot of your information requests.
   2. To view all requests, click ‘View All’.

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2. From the ‘Information Request’s Section:

1. Click ‘Information Requests’ in the left-hand menu to see a full list.
2. This section includes:some text
   1. Information requests that need your input
   2. Requests pending review by your Tax Team
   3. Resolved information requests

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How to complete information requests

From any  information request:

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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. 

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1. Click the button on the right side of the request.
2. 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:

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1. Click ‘New Comments’ in the top-right corner of the app.
2. A side panel will open, showing your comment history.

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