What is Reviewer?
Reviewer offers a wide range of functionality for firms to streamline their Review process. Rather than reviewing source documents on one monitor and a tax return on the other (going field by field), Reviewer streamlines the process by highlighting specific data points that Reviewers should review.
How and When To Use Reviewer?
After exporting your data from Juno to your tax software and preparing the return, generate a draft return in PDF format.Then return to Juno, select the Preparer tab, search for the desired client, and open their preparation. Upon doing so navigate to the below page.
Select “Upload Draft Return” and add the PDF draft return you recently downloaded via your tax software.
After uploading, the tax return will take a few minutes to process. Juno extracts the data from the draft return and uses that context to compare the tax return to the extracted data you validated from your source documents during preperation.
Once the return is finished processing you can proceed to view the results. Now lets break down all the tabs of Reviewer.
Source to Return:
The Source to Return tab compares the extracted data that you validated prior to exporting to your tax software with the data from your recently uploaded draft return. Check out the numbers associated with each source document to identify where the disparities are then check the explanation column for additional insight.
Gotcha Checks:
Ever wish you had a Reviewer that knew exactly what to check for each document within a tax return? Meet the “Gotcha Checks” tab.
As you’ll see, Reviewer will perform a series of “Gotcha Checks” for each section of the return. Reviewer will indicate which checks receive a status of “Passed” and which ones are “Flagged” for you to take a look at.
How to Use Reviewer With Your Team
Whether you are upskilling Preparers to do the first pass of review or have a multi-step review process, Reviewer allows you to collaborate with your team.
The following columns in Reviewer allow you and your team to work together:
Notes - The Notes field allows you and your team to communicate and share updates on a field. A common use case here is communicating to the rest of the team or as a note to yourself that the field has been updated in the tax software.
Mark as Reviewed - Use the Mark as Reviewed field as either your own personal checklist or a way to communicate with your team which fields pass Review.
Reviewed By - After you click “Mark as Reviewed” you’ll notice your profile icon will display in the “Reviewed By” channel. This communicates to your team who has completed Review and when they did so.
