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 Screen.
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| PLANS Buttons |
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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. |
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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. |