How-to Troubleshoot Check Printing
In this video you will learn to troubleshoot some of the most common issues encountered when printing checks in the 1040 desktop program Runtime: 0:02:21 2 minutes, 21 seconds
Continue reading →Category Archives: Software Setup & Settings
How-to Access Wallet in the Desktop Program
In this video you’ll learn how to access the wallet in the desktop program and how to add a payment method. Runtime: 0:02:39 2 minutes, 39 seconds
Continue reading →How-to Configure the Proforma Path
This video will walk you through the process of configuring your program so prior year returns are brought forward in the Desktop program. Runtime: 0:01:42 1 minute, 42 seconds
Continue reading →How-to Configure the Proforma Path in Hosted
Proforma configuration in the hosted environment requires special configuration. This video will walk you through the straightforward configuration process. Runtime: 0:01:11 1 minute, 11 seconds
Continue reading →How-to Configure Signatures, Document Archive, and Printing in Hosted
Signatures, Document Archive, and printing in the hosted environment require special configuration. This video will walk you through this straightforward configuration process. Runtime: 0:03:23 3 minute, 23 seconds
Continue reading →Importance of Transmissions with Filter data
Learn about what happens when you transmit, the process of transmitting, and how to temporarily remove queued returns from transmitting. Runtime: 0:02:22 2 minutes, 22 seconds
Continue reading →How to Update the Program
In this video you’ll learn about how to keep your program updated to the latest version. Runtime: 0:02:39 2 minutes, 39 seconds
Continue reading →Login Account and Access Levels
Learn how to regulate what your staff sees and what they can do within the software program. Viewers will know how to grant and restrict access to various screens and … Continue reading →
Due Diligence Settings (Tax Return Audits)
In this video you’ll learn how to customize the return Verify feature to run optional error checks for Earned Income Credit, Schedule A, and Schedule C, E, F, and Forms … Continue reading →
ERO & Preparer Setup
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 →