How-to Use the Print Window
In this video the print return window is reviewed. Features covered are printing, signing documents in office and remotely, the filter option, PDF, and emailing returns. Runtime: 0:02:37 2 minutes … Continue reading →
In this video the print return window is reviewed. Features covered are printing, signing documents in office and remotely, the filter option, PDF, and emailing returns. Runtime: 0:02:37 2 minutes … Continue reading →
This video will walk you through the process of configuring your program so prior year returns are brought forward in the Desktop program. Runtime: 0:01:42 1 minute, 42 seconds
Continue reading →Proforma configuration in the hosted environment requires special configuration. This video will walk you through the straightforward configuration process. Runtime: 0:01:11 1 minute, 11 seconds
Continue reading →Signatures, Document Archive, and printing in the hosted environment require special configuration. This video will walk you through this straightforward configuration process. Runtime: 0:03:23 3 minute, 23 seconds
Continue reading →Changes to your EFIN record are not reflected in returns created prior to the change. This video describes the process of applying EFIN configuration changes to returns created prior to … Continue reading →
Changes to your billing configuration are not reflected on the invoice for returns created prior to the change. This video describes the process of applying billing changes to returns created … Continue reading →
This video describes the process of obtaining taxpayer signatures remotely. Runtime: 0:02:12 2 minutes, 12 seconds
Continue reading →This video shows two methods for removing returns from the transmission queue. Runtime: 0:00:56 56 seconds
Continue reading →Want to know who, of your prior year tax clients, has not returned this year? Watch this video. You’ll learn how to run the List of Non-Returning Client report. Runtime: … Continue reading →
Return status is updated automatically during transmissions. Sometimes circumstances are such that the actual status of the return is not reflected in your database. This video shows how to use … Continue reading →