Information & Status Overview
In this video you’ll learn how to use the Information and Status page to obtain status information about your federal and state tax returns, including bank product information. Runtime: 0:03:28 … Continue reading →
In this video you’ll learn how to use the Information and Status page to obtain status information about your federal and state tax returns, including bank product information. Runtime: 0:03:28 … Continue reading →
In this webinar, we will highlight and provide an overview of new features and functionality included in our 2022 Desktop Software. Some of these enhancements include: Enhanced security with 2-Factor … Continue reading →
Based on the 2022 (TY2021) Desktop Tax Software, this webinar will cover the common features used in the process of tax return preparation within our desktop program, focused on the … Continue reading →
This webinar is for partners looking for in-depth coverage of program features and configuration options within our desktop program. Along with an overview of the Work in Progress Summary and … 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 →