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Author Archives: Bill

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How-to Obtain a Taxpayer Signature Remotely

Resource Center Posted on May 26, 2023 by BillMay 26, 2023

This video describes the process of obtaining taxpayer signatures remotely. Runtime: 0:02:12 2 minutes, 12 seconds

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Posted in In-Depth Program Features, Video Library | Tagged How-To, Software, Video

How-to Remove a Return from the Transmission Queue

Resource Center Posted on May 24, 2023 by BillMay 24, 2023

This video shows two methods for removing returns from the transmission queue. Runtime: 0:00:56 56 seconds

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Posted in In-Depth Program Features, Video Library | Tagged How-To, Software, Video

The Non-Returning Client Report

Resource Center Posted on May 24, 2023 by BillMay 24, 2023

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 →

Posted in In-Depth Program Features, Video Library | Tagged How-To, Report, Software, Video

How to Update the Status of your Returns

Resource Center Posted on May 24, 2023 by BillMay 24, 2023

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 →

Posted in Individual Tax Returns, Video Library | Tagged 1040, How-To, Individual, Software, Video

Importance of Transmissions with Filter data

Resource Center Posted on May 24, 2023 by BillMay 24, 2023

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

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Posted in Software Setup & Settings, Video Library | Tagged Software, Video

How to Update the Program

Resource Center Posted on May 24, 2023 by BillMay 24, 2023

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

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Posted in Software Setup & Settings, Video Library | Tagged How-To, Software, Video

Information & Status Overview

Resource Center Posted on May 24, 2023 by BillMay 24, 2023

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 →

Posted in Individual Tax Returns, Video Library | Tagged 1040, Individual, Software, Video

(Repeat) Important Reminder! IRS Annual 1040 MeF Shutdown Begins Saturday, Nov 26

Resource Center Posted on November 14, 2022 by BillNovember 14, 2022

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 →

Posted in Communications

Your Partner Support Team Gives Thanks to Our Veterans and Families

Resource Center Posted on November 11, 2022 by BillNovember 11, 2022

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 →

Posted in Communications

Important IRS Reminders! Renew Your PTIN by Dec 31 & Check EFIN Status Now for the Upcoming Tax Season

Resource Center Posted on November 10, 2022 by BillNovember 10, 2022

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 →

Posted in Communications

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Recent Posts

  • IRS Reminder! June 15 Filing Deadline for U.S. Taxpayers Living & Working Abroad
  • How-to Obtain a Taxpayer Signature Remotely
  • Partner Support Will Be Closed on Monday, May 29 for the Memorial Day Holiday
  • How-to Remove a Return from the Transmission Queue
  • The Non-Returning Client Report

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