- Open the loan and go to the form "Request for Transcript of Tax". Once in the form, select "Check Status".
- A new window will open, confirm that Reference Number provided by the end user does not match any of the forms. If they do not, select the magnifying glass.
- In the new window copy and paste the Reference Number into the "Order Number" field. Then select the appropriate type of "Product" from the drop down window. This information should be provided by the IRS confirmation email.
*Note: For Business Transcript 1065 and 1120 they will require an EIN Number, if you are unable to provide this information contact an Encompass admin for assistance.
- Once completely imported, a new window will pop up with the transcript's information. Select "Import Order" to move the file to Encompass.
- Once imported, confirm the status on the file is "Imported". If it shows correctly you can save and exit the file.