The Home screen is the main IRAMC application screen.
Features of the IRAMC Home Screen
| Feature | Description |
|---|---|
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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. |
| Account Buttons | |
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Click the New TAA 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 | |
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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 | |
| IRS Publication 590: | Provides quick access to the official IRS Individual Retirement Arrangements (IRAs) document. |
| IRS Publication 560: | Provides quick access to the official IRS Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans) document. |
| IRS Publication 969: | Provides quick access to the official IRS Health Savings Accounts and Other Tax-Favored Health Plans document. |
| IRS Publication 970: | Provides quick access to the official IRS Tax Benefits for Education document. |
