Using the Onvio Tax dashboard

The Tax dashboard currently includes the Electronic Filing Status, News Feed, and Approval Status widgets.  

To access the Tax dashboard, log in to Onvio, click the application menu Application menu button button and choose Onvio Tax. If necessary, click the Dashboard button button.

Recent Tax Projects

This widget lists the Tax projects you've recently opened in Onvio. Click the desired project to re-open that tax return, or click Add New Project to create a tax return project. 

Electronic Filing Status

  • This widget enables you to view the status of all e-files that are queued, transmitted, accepted, or rejected. You can filter the list on each tab, and can view details regarding the e-file transmission (including rejection error messages) by clicking the icon in the Actions column. 
  • You can also open the associated tax return directly from the Electronic Filing Status widget by clicking the Onvio Tax icon icon in the Actions column.

News Feed

This widget enables you to stay up-to-date with important news and tax agency updates that may impact your clients.

  • Choose the appropriate tax year and federal entity in the Product line fields. 
  • Use the Filter field to narrow the list to the items that include specific keywords.
  • Click the link in the Subject column to read the news item. 
  • Items marked with Important icon contain important information. 
  • Items marked with a Expiration icon have an expiration date and will only display for a limited time. 

Forms/E-file Approval Status

This widget displays forms approval information for the selected tax year and entity type.

  • Choose the appropriate tax year and federal entity in the Product line fields.
  • Use the Filter field to narrow the list to the items that include specific keywords.
  • Click the link in the Product column to view details, including the specific forms that are approved, pending approval, or nonsubmittable drafts.
  • The E-File column displays "Released," "Not Released," or "N/A" to indicate whether you can electronically file a federal or state return using Onvio Tax.
  • The Forms column displays "All Approved" or "Partial" to indicate the approval status of the forms included in a federal or state return for the selected entity.
  • The number in the Forms column indicates how many forms are currently unapproved.

Customize the Tax Dashboard

You can customize the Tax Dashboard by reordering the dashboard sections and rearranging or hiding widgets.

To customize your view, click the Edit Edit button in the lower right corner, which activates an edit mode. Then click and drag items to rearrange them, or click the Options Options button on a widget and choose Hide to hide it.

To reorder dashboard sections, click and drag a section heading in the left column to a new position. Click the Hide Hide button to hide an entire section from the dashboard.

When you are finished customizing your dashboard, click the Done Done button in the lower right corner of the screen.


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