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Category Archives: Video Library

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1120/1120S Return Walk-Through

Resource Center Posted on May 1, 2018 by BillSeptember 8, 2021

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 →

Posted in Business Tax Returns, Video Library | Tagged Business, Software, Video

Tax Estimator

Resource Center Posted on July 3, 2017 by BillAugust 31, 2021

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 →

Posted in Ancillary Software Products, Video Library | Tagged Video

ERO & Preparer Setup

Resource Center Posted on July 2, 2017 by BillAugust 31, 2021

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 →

Posted in Software Setup & Settings, Video Library | Tagged Software, Video

Printer and Print Packet Settings

Resource Center Posted on July 2, 2017 by BillAugust 31, 2021

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 →

Posted in Software Setup & Settings, Video Library | Tagged Printing, Software, Video

How to Restore a Deleted Return

Resource Center Posted on July 1, 2017 by BillAugust 31, 2021

If you’ve accidentally deleted a return, this video will show you how to restore previously deleted returns.Runtime: 0:02:08

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Posted in In-Depth Program Features, Video Library | Tagged How-To, Software, Video

How to Schedule Transmissions

Resource Center Posted on July 1, 2017 by BillAugust 31, 2021

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 →

Posted in In-Depth Program Features, Video Library | Tagged How-To, Software, Video

How to Transfer a Return

Resource Center Posted on July 1, 2017 by BillAugust 31, 2021

Moving returns to non-networked computers is easy, you just need to know how. In this video you will learn how to move returns between two non-networked computers. This is helpful … Continue reading →

Posted in In-Depth Program Features, Video Library | Tagged How-To, Software, Video

How to Use TextLink and TextLink Plus

Resource Center Posted on July 1, 2017 by BillAugust 31, 2021

With TextLink and TextLink Plus, partners can market to and communicate with their clients more efficiently than ever before! Text message one or many clients with just a single click, … Continue reading →

Posted in In-Depth Program Features, Video Library | Tagged How-To, Software, Video

Software Features Overview

Resource Center Posted on January 1, 1970 by BillJuly 12, 2022

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 →

Posted in Individual Tax Returns, Video Library | Tagged Software, Video

1040 Interview Mode

Resource Center Posted on January 1, 1970 by BillSeptember 1, 2021

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 →

Posted in Individual Tax Returns, Video Library | Tagged 1040, Software, Video

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