Create a Study

Start a Reasonable Compensation Study for a client and tax year, with its Preparers and Reviewer assigned.

Who does this: Preparer. You need the Preparer role in the Firm. A Firm Admin can create a Study only when the same membership also holds Preparer.

Steps

Open Studies in the app rail.
Select New Study.
Pick the client in Client. If the client is not listed yet, a Firm Admin adds it under Clients with Add Client.
Enter the Tax year.
Choose one or more Preparers and one Reviewer for the Study.
Select Create Study. The new Study starts in Draft.