This page contains a complete walkthrough of the Hub for Quality Reviewers. Please make sure you have reviewed the "Getting Started" materials before reviewing this guide.

last updated on September 17, 2025

<aside> 📎 This guide is also available as a slide presentation for facilitated training.

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Table of Contents

Background

As a quality reviewer, your key responsibilities are to:

• conduct a quality review of the tax return
• have a phone call with client going over the return
• send the client their return
• obtain an e-signature on Form 8879

All returns that you'll work on have already been prepared by a tax preparer. Tax certification is required for this role.

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Designated and peer-to-peer quality reviewers can only quality review returns with tax issues that fall within their certification levels, but your team may have further requirements for this role. We recommend confirming with your team leads that you’ve met all the requirements before quality reviewing returns.

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Statuses