How-to Obtain a Taxpayer Signature Remotely
This video describes the process of obtaining taxpayer signatures remotely. Runtime: 0:02:12 2 minutes, 12 seconds
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 →
Ever mis-type a company name on a W2, only to have that misspelling be repeated each time you use that EIN? In this video you’ll learn how to edit, add, … Continue reading →
Information about your returns, including IRS rejections, acceptances, available checks to print, etc. is accurate only up to the time that you’ve transmitted to the Central Site. To keep an … Continue reading →
Moving returns to non-networked computers is easy, you just need to know how. In this video you will learn how to move returns between two non-networked computers. This is helpful … Continue reading →
Whether you want to know how to determine the status for a single return, or multiple returns, you’ll find out how in this video. You’ll learn how to find the … Continue reading →
If you’ve accidentally deleted a return, this video will show you how to restore previously deleted returns.Runtime: 0:02:08
Continue reading →See how easy it is to use our remote signing feature. In this video, you’ll learn how to send tax returns, including bank documents, to your client’s cell phone or … Continue reading →
Shows how you can save time and money using the paperless office features included in the Software. Topicsinclude the Document Archive, scanning documents, importing files, capturing electronic signatures, and more.Runtime: … Continue reading →