While our platform has robust validation in place to identify whether an account is eligible for a specific tax deliverable, there are certainly instances where you may want to override that determination. From the Eligibility page, you can adjust the Eligibility Status of an account by selecting the account in the table and using the ‘Add to Scope’ and ‘Remove from Scope’ functionality.
As an example, you may want to add an account to scope that did not meet the federal reporting threshold. Alternatively, you may have accidentally included an internal account that should not be filed.
An account can only be added to scope if: 1) it is currently ineligible and 2) there is a non-zero amount of transaction information that can be reported on that tax form. Similarly, an account can only be removed from scope to the extent it is eligible for a tax form. Otherwise, the ineligible status will persist.
Please see below for a step-by-step guide on how to access and perform these functionalities:
Step 1: Navigate to the Information Reporting Module (IR Module) and select the Eligibility page from the left.
Step 2: Select the applicable Form Type and Tax Year from the drop-downs on the top right.
Step 3: Filter to the accounts that you’d like to add/remove from scope.
Step 4: Select the account(s) by checking the box on the far-left hand side of the table. Once one Account is selected, the Action Bar should appear at the bottom of the screen.
Step 5: Select “Add to Scope” or “Remove from Scope” from the bottom, and then review the information within the next module and select "Continue".
Please note: Both options should be available to select, regardless of the population of accounts you select. However, only certain accounts can be added to or removed from scope, depending on the information on file.