How-to Change the Owner of a Tax Return
In this video multi-office owners will learn how to change the owner of a return from one User ID to another. Runtime: 0:00:31 31 seconds
Continue reading →Category Archives: In-Depth Program Features
How-to Create a Restore File for a Sub-Office’s Tax Returns
In this video you will learn how multi-office owners can create restore files (backed up tax returns) for a sub-office. Runtime: 0:01:09 1 minute, 9 seconds
Continue reading →How-to Back up the Desktop Program
In this video you’ll learn how to back up your tax program to a thumb drive. Runtime: 0:03:53 3 minutes 53 seconds
Continue reading →How to Determine Your Program Version
In this video you will learn how to determine the federal and state versions within your program. Runtime: 0:00:28 28 seconds
Continue reading →How to Modify the Invoice in a Tax Return
In this video you will learn how to add custom and pre-defined discounts and charges to the invoice in a tax return. Runtime: 0:01:19 1 minute, 19 seconds
Continue reading →How-to Send Text Messages to Multiple Taxpayers
In this video you’ll learn how to send text messages to multiple taxpayers at the same time. Runtime: 0:01:03 1 minute, 3 seconds
Continue reading →How-to Print the Information & Status Screen
In this video you’ll learn how to print the Information and Status screen in the tax return. The data on this screen can be helpful to taxpayers when corresponding with … Continue reading →
How-to Use the Print Window
In this video the print return window is reviewed. Features covered are printing, signing documents in office and remotely, the filter option, PDF, and emailing returns. Runtime: 0:02:37 2 minutes, … 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 →