When the Preparer Review feature is turned on - this enables the trusted professional to review a completed BOI report prior to submission to FinCEN.
A client / filer can complete a BOI report, and may pay for a report, but may not submit directly to FinCEN.
| Visible to Preparer | |
| Reports Pending Review |
Report has been paid for by client. Report has sufficient data points to be sent to FinCEN. |
| Ready to File |
Preparer has the ability to pay for the report or request payment from client. Report has sufficient data points to be sent to FinCEN. |