Veteran Information

Use this procedure to enter the customer’s veteran information. This page triggers if any individual on the case is identified as a Veteran on the Client – SSN Application page.

Process Steps:

1. The Client – Veteran Information page displays.
2. In the Client Demographic Dates section:

• • Enter the Effective Begin Date (required).
  • Enter the End Date.
  • Enter the Reported On date (required).
  • Enter the Date Change Occurred (required).
  • Enter the Verification Received On date (required).

3. In the Armed Services/Veteran/Survivor Information section:

• • Select Yes or No from the Individual is a Veteran or Dependent of Veteran? dropdown menu (required).
  • Select Yes or No from the Individual was honorably discharged? dropdown menu (enabled only if individual is an alien).
  • Select Yes or No from the Individual is on active duty? dropdown menu (enabled only if individual is an alien).
  • Select Yes or No from the Individual is the spouse of a deceased veteran? dropdown menu (enabled only if individual is an alien).
  • Select a Verification (enabled only if individual is an alien).
  • Select Yes or No from the Was deceased veteran a qualified military immigrant? dropdown menu (enabled only if individual is an alien).

4. Click Next to proceed to the Tax Return page.

Results of the Procedure:

The customer’s veteran information is recorded.

Updated: 08/03/2015