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 →
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 →
This short video will highlight some of the time saving tools and software features to demonstrate how easy it is to prepare tax returns and efficiently manage your business. Runtime: … Continue reading →
Learn about the return interview feature and how it can help new tax preparers. You’ll learn about the Help Me Decide feature and Learn More links which guide new preparers … Continue reading →
Throughout the tax season, and especially following the passage of new end-of-year tax legislation often impacting forms and tax calculations, it is extremely important to maintain the tax program by staying … Continue reading →
Watch this video for a quick A to Z explanation about how to create, transmit and run reports on your extensions.Runtime: 0:01:36
Continue reading →In this video, we will show you how to create a custom report containing returns with unemployment compensation for the primary taxpayer and spouse, entered using Form 1099-G OR by Direct Entry on Schedule 1 – Line 7. From the report, we will also show you how to send a text message to these clients and how to export this report should you want to print a calling list. You can also use what you learn in this video to easily create and save other reports that may be useful within your tax business. Important Note: As of March 17, 2021, the IRS is still instructing tax professionals to NOT AMEND ALREADY FILED 2020 tax returns with unemployment income until further guidance is issued.
Continue reading →In our ongoing efforts to ensure you are aware of the new COVID “look-back” elections that may increase your client’s refund and/or reduce any tax due, we have created this short … Continue reading →
The 2021 software program contains important new updates associated with these (3) new COVID relief provisions for TY2020:• Recovery Rebate Credit Worksheet to Report Economic Impact Payments 1 and 2• … Continue reading →
