Login Account and Access Levels
Learn how to regulate what your staff sees and what they can do within the software program. Viewers will know how to grant and restrict access to various screens and … Continue reading →
Bill
How to Use Remote Signature
See how easy it is to use our remote signing feature. In this video, you’ll learn how to send tax returns, including bank documents, to your client’s cell phone or … Continue reading →
How to Print Checks in the Program
In this video you’ll learn how to activate your check stock in the 1040 Desktop program, print refund checks, reprint checks that have been damaged, and how to process Void … Continue reading →
Due Diligence Settings (Tax Return Audits)
In this video you’ll learn how to customize the return Verify feature to run optional error checks for Earned Income Credit, Schedule A, and Schedule C, E, F, and Forms … Continue reading →
1065 Return Walk-Through
Preparing a 1065 business return is easy using our Business software. This video includes completing the client data screen, income statements and balance sheets, plus adding forms, verifying the return … Continue reading →
How to Check the Status of a Tax Return
Whether you want to know how to determine the status for a single return, or multiple returns, you’ll find out how in this video. You’ll learn how to find the … Continue reading →
1120/1120S Return Walk-Through
This training video will focus on preparing an 1120/1120-S Corporation return using our Business software using many of the familiar functions and features used in our 1040 software. Additionally, you’ll … Continue reading →
Tax Estimator
With our Tax Estimator program, you can give an accurate estimate of your client’s tax refund or balance due within minutes. In this video you’ll learn how to setup your … Continue reading →
ERO & Preparer Setup
Having your preparer and EFIN information printed correctly at the bottom of each 1040, 8879, and state return, is critical. This video shows you how to add or edit this … Continue reading →
Printer and Print Packet Settings
A properly configured printer, tuned exactly to your business needs, saves paper, ink, and time. After watching this video, you’ll know not only how to configure what documents are printed … Continue reading →