Your personalized homepage for tax engagement activity
The Dashboard is the first page you’ll see when you log in to TaxAdvantage. It’s designed to give you a clear, actionable snapshot of your tax engagement—so you can quickly understand what’s happening and what needs your attention.
This page is intentionally simple and focused. It surfaces key insights and action items to help you stay organized and on track throughout the tax process.
Dashboard Widgets
The Dashboard includes three key widgets:
Information Requests
See how many requests are currently open or awaiting your attention. Click directly into a request list to begin uploading documents or reviewing comments from your Armanino team.Status Tracker
Get a high-level view of tax project health and quickly spot upcoming deadlines. Click to drill through to your tax calendar.My Team
View a list of colleagues who have access to your company’s TaxAdvantage account. This helps ensure the right people are looped in and can collaborate effectively.