Here’s How To Instruction Sheets

Here’s How to Use the Recovery Rebate Credit Worksheet
Here’s How To Run Report of Non-Returning Clients
Here’s How to Prepare and e-File an Amended Return in the Desktop Software Program
Here’s How To Run an Acknowledgement Report
Here’s How To Run an Expiring ITIN Report
Here’s How To Configure Your EFIN, Add a Bank App to Previously Created Returns and Verify Fees
Here’s How to Install & Configure the Hosted TaxClient Program
Here’s How to Configure & Use the Remote Signature Software Feature
Here’s How To Configure and Use the Wallet

Software & Training Guides​

1040 Software Practice Returns for TY2021
1040 Software Program Tutorial for TY2020
1040 Software Quick Reference Sheet
Quick Start Guide – Installation & Setup
Software Keyboard Template

Other Helpful Documents​​

IRS Pub 1345 – Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns (Rev.8-2020)
Tax Season Readiness Checklists