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 →Bill
How-to Remove a Return from the Transmission Queue
This video shows two methods for removing returns from the transmission queue. Runtime: 0:00:56 56 seconds
Continue reading →The Non-Returning Client Report
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 →
How to Update the Status of your Returns
Return status is updated automatically during transmissions. Sometimes circumstances are such that the actual status of the return is not reflected in your database. This video shows how to use … Continue reading →
Importance of Transmissions with Filter data
Learn about what happens when you transmit, the process of transmitting, and how to temporarily remove queued returns from transmitting. Runtime: 0:02:22 2 minutes, 22 seconds
Continue reading →How to Update the Program
In this video you’ll learn about how to keep your program updated to the latest version. Runtime: 0:02:39 2 minutes, 39 seconds
Continue reading →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 →
(Repeat) Important Reminder! IRS Annual 1040 MeF Shutdown Begins Saturday, Nov 26
IRS Annual 1040 Modernized e-File Production Shutdown Saturday, November 26 To our Valued Partners, As a follow-up to our previous reminders and questions we are receiving, Partner Support is providing another … Continue reading →
Your Partner Support Team Gives Thanks to Our Veterans and Families
In observance of today’s Veterans Day National Holiday, your entire Partner Support Team acknowledges and extends a special thank you for the service, courage, dedication and hard work of all our dedicated and brave Military Veterans, … Continue reading →
Important IRS Reminders! Renew Your PTIN by Dec 31 & Check EFIN Status Now for the Upcoming Tax Season
Don’t Forget to Renew Your PTIN & Check Your EFIN Status for the Upcoming Tax Season To our Valued Partners: Due to the importance, we are again reminding our partners to … Continue reading →