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”.
Allow BMI Web to upload document(s) to Tax Return Reader.
Document Submitted Successfully
Once the document(s) submission is successful, you will see the message: “Document Submitted Successfully!”. To exit, select, “Close”.
Do You Want to Resubmit it?
If by chance you try to resubmit document(s) back into Tax Return Reader, BMI Web will flash a prompt message. The message will state: “This document has already been submitted to Tax Return Reader”. Click “Yes” if you wish to resubmit and “No” to exit.