Click an image to zoom.
Select Document(s)
Within BMI Web, find the document(s) you wish to send to Tax Return Reader. Check box the document(s) then click the green “View” button to open. The “View” button is located at the bottom right hand corner.
Submit to Tax Return Reader
Once the document(s) open, go to the drop-down hamburger menu. It is located at the top right hand corner. Click “Submit to Tax Return Reader”.
Submit to Tax Return Reader Continued
Upon clicking “Submit to Tax Return Reader”, a pop-up box will appear. To submit simply click, “Yes”.
Document Submitted Successfully
Once the document(s) submission is successful, you will see the message: “Document Submitted Successfully!”. To exit, select, “Close”.
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