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 →Category Archives: In-Depth Program Features
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 →
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 →
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 →
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 →
How to Restore a Deleted Return
If you’ve accidentally deleted a return, this video will show you how to restore previously deleted returns.Runtime: 0:02:08
Continue reading →How to Schedule Transmissions
Information about your returns, including IRS rejections, acceptances, available checks to print, etc. is accurate only up to the time that you’ve transmitted to the Central Site. To keep an … Continue reading →