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
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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 →
Important Reminder! IRS Annual 1040 MeF Shutdown Begins Saturday, Nov 26
Due to the importance and questions we are receiving, your Partner Support Team is providing another reminder regarding the upcoming IRS Modernized e-File Shutdown on November 26. Please take a few minutes … Continue reading →
Important IRS Reminders! Renew Your PTIN by Dec 31 & Check EFIN Status Now for the Upcoming Tax Season
Preparer tax identification number (PTIN) applications and renewals for 2023 are now being processed. All current PTINs will expire December 31, 2022. IRS reminds tax professionals that: “Anyone who prepares or assists … Continue reading →
Important IRS Announcement! Annual 1040 MeF Shutdown Begins Saturday, Nov 26
Yesterday via Quick Alerts, the IRS announced that in preparation for the upcoming Tax Year 2022 Filing Season, the Modernized e-File (MeF) Production System will begin its annual shutdown on Saturday, … Continue reading →
Paperless Office
Shows how you can save time and money using the paperless office features included in the Software. Topicsinclude the Document Archive, scanning documents, importing files, capturing electronic signatures, and more.Runtime: … Continue reading →
Creating a Billing Schedule
New and experienced users alike will learn something in this video. You’ll be taught about hourly and form by form billing, as well as billing for worksheets, states, and line … Continue reading →