DocMagic is pleased to announce updates to the programming of the IVES Request for Transcript of Tax Return (Form 4506-C) which will provide an improved experience when requesting more than one transcript request per borrower.
For LOS users, Form 4506-C will be returned with the direct input from your LOS system along with the assignment to a specific borrower(s) to create the correct number of forms. If requested, more than one transcript per borrower will return automatically without the need to request an update to client account settings.
Alternatively, if your LOS system cannot create a tax transcript request that is tied to a specific borrower(s), DocMagic will return Form 4506-C with default settings in place instead of LOS input information. Clients who previously set up form defaults in their plan are encouraged to review their 4506-C forms after this change takes effect to verify that the forms are showing the expected results.
The update will be in production beginning on July 11, 2024. For questions, or to request any changes to your account settings, please contact DocMagic’s Customer Service.
