Facet Facts
Before sharing any client tax information or inviting a Facet advisor to a meeting, this must be confirmed in SaaS.
What is Form 7216 consent?
When replying to a specific message, this Slack feature keeps the main channel clean and easy to follow.
👉 What is a thread?
What is your central hub for all in-house resources and job aids — organized to help you learn workflows, tools, and best practices at your own pace.
👉What is "Tax Pro Knowledge Base"
Facet clients often have this type of investment income in addition to wages.
What are multiple 1099s?
What are 1099-Rs (retirees)?
The first place a Pro goes to see newly assigned clients in SaaS.
What is the My Clients tab?
This Facet page is the member’s main entry point to start, resume, or review their tax filing.
What is the Tax Dashboard?
Got a tech issue, Pro Filing question, or Consult snag? Posting it here gets more eyes on the problem and usually leads to faster answers than slacking one person.
👉 What is #tax-pro-team-questions?
What is the primary internal workflow management tool used for prep and consultations, and what should Tax Pros use it for?
👉What is april OS
A backdoor Roth is used when a client exceeds these limits.
What are Roth IRA income limits?
This workflow filter shows clients who are newly assigned but not yet ready to prep.
What is “Assigned – Not Ready”?
When a client says “I already uploaded that to Facet,” this is where tax documents must actually be uploaded for the Pro to see them.
What is the April Document Center?
This type of sensitive information should never be shared in Slack channels—even if someone asks for it.
👉 What is a PIN (personal identification number)?
Name where in Notion you would go to learn more about individual partners
👉What is Key Partners Specifics
This IRS form must be filed to properly report a backdoor Roth. Forgetting this form makes backdoor Roth reporting incorrect even if the strategy was valid.
What is Form 8606?
When opening a client file, this tax filing tier should always be confirmed for Facet clients because (hint) they have TWO service products from april.
What is PRO?
Facet advisors may support planning alignment, but this role always owns the final tax positions and filing decisions.
What/Who is the Tax Professional?
What/Who is the Tax Pro?
This Slack feature lets your teammates know when you’re in a client call, at lunch, or temporarily unavailable—so expectations stay clear.
👉 What is setting your status?
I want to learn more about Scope of Services of tax preparation- Where in Notion should I navigate?
👉Pro filing
This rule causes part of a backdoor Roth to become taxable when clients have other IRA balances.
What is the pro-rata rule?
Clicking this button updates the status to “Preparing Return.”
What is Start Return Prep?
This rule explains why a Tax Pro cannot provide investment or financial planning advice.
What is regulatory boundary?
What is the tax prep vs. planning boundary?
This Slack channel is used to flag escalated issues only after a PRO has gathered all required details—user ID, environment, screenshots, and an Intercom link when available—so Tax Leads can take action immediately.
👉 #tax-pro-escalations?
This page is the guide you need to know to File Taxes on our SAAS Platform
👉What is the The Pro Tax Filing Playbook
This deduction is often limited or phased out for high-income business owners.
What is the QBI deduction?
After diagnostics are cleared, this action locks the return.
What is Mark return ready for review?