Home Screen

The Home screen is the main IRAMC application screen.

Features of the IRAMC Home Screen

Feature Description
Home Button The Home button returns you to the Home screen. This is accessible from any screen in the application.
IRAMC 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.
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.

Related Links: