↓
 

uTax Resource Center

Resource Center

“We don’t have customers… we have partners”

Partner Support: (206) 209-2653

support@utaxsoftware.com

Account Managers: (844) 440-8829

sales@utaxsoftware.com

  • Home
    • Support Hours
    • Quick Links
    • Banking Partners
    • Affiliate Partners
    • Educational Partners
  • Video Library
    • Individual Tax Returns
    • In-Depth Desktop Program Features
    • Business Tax Returns
    • Mobile App
    • Software Setup & Settings
    • Ancillary Software Products
  • Webinars
    • Individual Tax Law Updates
    • Individual Tax Returns
    • Individual Tax Returns (Español)
    • Business Tax Returns
    • Mobile App & Virtual Tax Office Solutions
    • Affiliate Partner Programs
  • Documentation
    • Here’s How To Instruction Sheets
    • Software & Training Guides
    • Other Helpful Documents​​
  • Downloads
  • Industry Links
    • IRS American Rescue Plan
    • IRS Quick Links
    • IRS Covid Tax Relief Updates
    • IRS Resources​
    • IRS Publications​​
    • Industry News & Reports​
    • State Resources​
  • Communications

Documentation

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 TY2022
1040 Software Program Tutorial for TY2021
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 11-2022)
Tax Season Readiness Checklists

support@utaxsoftware.com

(206) 209-2653

↑