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A - Configuring
Your Software |
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Can't
Access Your Account?
Learn how to
change or reset your password. |
2:36 |
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Changing Employee Passwords
Discover how to change or reset employee passwords. |
1:21 |
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Setting Up Office Pricing
Find out how to set up your office pricing and how to create overrides. |
2:01 |
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B - Using Your Software |
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Amending a
Tax Return
View this video to learn how to amend a
tax return.
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1:36 |
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Completing the Consent Forms
Watch this video
to learn about completing taxpayer consent forms. |
1:18 |
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Entering
an Identity Protection PIN
Watch this video
to learn where to enter the Taxpayer and Spouse's Identity Protection PIN. |
1:42 |
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Entering Car and Truck Expenses
Learn how to enter Car and Truck Expenses.
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1:53 |
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Entering Direct Deposit Information
Find out how to enter direct deposit information when a taxpayer is receiving a refund. |
1:19 |
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Entering Electronic
Funds Withdrawal
Discover how a taxpayer can pay a balance due using his/her checking or savings account. |
1:27 |
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Entering
Your PIN Information
View this video for instructions on how to enter your Electronic Filing PIN. |
1:53 |
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Generating Reports
Learn how to generate reports for your office.
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2:11 |
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Interview vs. Forms Mode
Watch this video for help with navigating the software and understanding the difference between the
Interview and Forms Mode of data entry. |
2:02 |
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Printing Checks
Discover how to print checks.
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1:53 |
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Reporting Form 1099K Information
Find out how to report information from Form 1099K.
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1:25 |
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Reprinting a Check
View this video for instructions on how to reprint a check that was printed incorrectly. |
:55 |
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Sending a Return for Review
Learn how to use the Send for Review feature. |
1:40 |
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Viewing and Printing Returns
Discover how to view and print returns.
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1:59 |
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C - E-filing & Acknowledgements |
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Checking Acknowledgements
Find out how to check acknowledgements. |
1:54 |
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Efiling an Extension
Get step by step instructions on how to Efile an Extension. |
2:25 |
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Efiling a Federal Return Only
Watch this video for information on how to efile a federal return without a state return. |
1:25 |
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Efiling a State Return Only
View this video for information on how to efile a state return without a federal return. |
1:01 |
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Understanding Acknowledgements
Understand all of the acknowledgement details provided in your software. |
3:15 |
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