How-to Configure the Proforma Path
This video will walk you through the process of configuring your program so prior year returns are brought forward in the Desktop program. Runtime: 0:01:42 1 minute, 42 seconds
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How-to Configure the Proforma Path in Hosted
Proforma configuration in the hosted environment requires special configuration. This video will walk you through the straightforward configuration process. Runtime: 0:01:11 1 minute, 11 seconds
Continue reading →How-to Configure Signatures, Document Archive, and Printing in Hosted
Signatures, Document Archive, and printing in the hosted environment require special configuration. This video will walk you through this straightforward configuration process. Runtime: 0:03:23 3 minute, 23 seconds
Continue reading →How-to Apply EFIN Configuration Changes to Previously Created Returns
Changes to your EFIN record are not reflected in returns created prior to the change. This video describes the process of applying EFIN configuration changes to returns created prior to … Continue reading →
How-to Apply Billing Configuration Changes to Previously Created Returns
Changes to your billing configuration are not reflected on the invoice for returns created prior to the change. This video describes the process of applying billing changes to returns created … Continue reading →
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 →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
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