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uTax Resource Center

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Category Archives: Video Library

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How-to Troubleshoot Check Printing

uTax Resource Center Posted on March 31, 2023 by BillMarch 31, 2023

In this video you will learn to troubleshoot some of the most common issues encountered when printing checks in the 1040 desktop program Runtime: 0:02:21 2 minutes, 21 seconds

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Posted in Software Setup & Settings, Video Library | Tagged How-To, Software, Video

How-to Change the Owner of a Tax Return

uTax Resource Center Posted on March 31, 2023 by BillMarch 31, 2023

In this video multi-office owners will learn how to change the owner of a return from one User ID to another. Runtime: 0:00:31 31 seconds

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Posted in In-Depth Program Features, Video Library | Tagged How-To, Software, Video

How-to Access Wallet in the Desktop Program

uTax Resource Center Posted on March 31, 2023 by BillMarch 31, 2023

In this video you’ll learn how to access the wallet in the desktop program and how to add a payment method. Runtime: 0:02:39 2 minutes, 39 seconds

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Posted in Software Setup & Settings, Video Library | Tagged How-To, Software, Video

How-to Create a Restore File for a Sub-Office’s Tax Returns

uTax Resource Center Posted on March 31, 2023 by BillMarch 31, 2023

In this video you will learn how multi-office owners can create restore files (backed up tax returns) for a sub-office. Runtime: 0:01:09 1 minute, 9 seconds

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Posted in In-Depth Program Features, Video Library | Tagged How-To, Software, Video

How-to Back up the Desktop Program

uTax Resource Center Posted on March 31, 2023 by BillMarch 31, 2023

In this video you’ll learn how to back up your tax program to a thumb drive. Runtime: 0:03:53 3 minutes 53 seconds

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Posted in In-Depth Program Features, Video Library | Tagged How-To, Software, Video

How-to Determine Your Program Version

uTax Resource Center Posted on March 31, 2023 by BillMarch 31, 2023

In this video you will learn how to determine the federal and state versions within your program. Runtime: 0:00:28 28 seconds

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Posted in In-Depth Program Features, Video Library | Tagged How-To, Software, Video

How-to Modify the Invoice in a Tax Return

uTax Resource Center Posted on March 31, 2023 by BillJune 12, 2023

In this video you will learn how to add custom and pre-defined discounts and charges to the invoice in a tax return. Runtime: 0:01:19 1 minute, 19 seconds

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Posted in In-Depth Program Features, Video Library | Tagged How-To, Software, Video

How-to Send Text Messages to Multiple Taxpayers

uTax Resource Center Posted on March 31, 2023 by BillMarch 31, 2023

In this video you’ll learn how to send text messages to multiple taxpayers at the same time. Runtime: 0:01:03 1 minute, 3 seconds

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Posted in In-Depth Program Features, Video Library | Tagged How-To, Software, Video

How-to Print the Information & Status Screen

uTax Resource Center Posted on March 31, 2023 by BillMarch 31, 2023

In this video you’ll learn how to print the Information and Status screen in the tax return. The data on this screen can be helpful to taxpayers when corresponding with … Continue reading →

Posted in In-Depth Program Features, Video Library | Tagged How-To, Software, Video

How-to Use the Print Window

uTax Resource Center Posted on March 31, 2023 by BillMarch 31, 2023

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 →

Posted in In-Depth Program Features, Video Library | Tagged How-To, Software, Video

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  • Important Industry News! IRS Submits Direct File (Free Direct e-file System) Report to Congress – Pilot Launch January 2024

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