The Import Interviews feature allows offices with sub-offices using the TaxWise Online Interview to process the interview and complete the return. This option is only available to the Administrator (Admin), a user with the Administrator role, or users assigned the InterviewProcessor role.
To import interviews, use the following steps:
The Import Interviews button will only be available when there are pending interviews to be imported.
To delete an unprocessed interview, use the following steps:
If a return needs to be completed after an interview is deleted, the sub-office has to resubmit the interview.
See Also: