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 →
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 →
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.
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 →