The Home page is the main application screen.
Features of the Home Page
| Feature | Description |
|---|---|
| Home Button
|
The Home button returns you to the Home page. This is accessible from any page in the application. |
| Application Menu | The overlay menu expander opens when you hover over the arrow. This provides quick access to Administration and the Party Management Page. |
| PLANS Buttons | |
 |
Click the New Plan button to begin the procedure for creating a new Tax Advantage Account. The Create Account Screen is displayed. For procedural details, refer to Creating an Account. |
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Click the View All button to display the Transaction Screen, allowing you to search for and maintain exisiting transactions created through the Account Opening workflow. |
| Documents Library | |
 |
Click the New button to display the Create Account Screen, where you can select documents for an organization and policy. |
|
Click the View All button to display the Transaction Screen, where you can search for and maintain existing transaction completed through the Documents Library workflow. |
| Quick Links | Provides quick access to official IRS documents. |
| Create Commercial Loan | Allows you to create a new transaction. For more information refer to Create New Transaction Page |
| Manage Existing Loans | Allows you to view and edit loan transactions currently existing in the system. For more information, refer to Manage Existing Loans Screen. |
| Party Management | Allows you to create, view and edit Individual, Entity and Sole Proprietorship parties. For more information, refer to Party Management Page. |
