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 →Category Archives: Software Setup & Settings
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 →
Printer and Print Packet Settings
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 →