Here’s How To Instruction Sheets

Here’s How To Run Report of Non-Returning Clients
Here’s How to Complete and e-File an Amended Return
Here’s How To Run an Acknowledgement Report
Here’s How To Run an Expiring ITIN Report
Here’s How To Configure Your EFIN, Add a Bank App to Previously Created Returns and Verify Fees
Here’s How to Configure & Use the Remote Signature Software Feature

Software & Training Guides​

1040 Software Quick Reference Sheet
Software Keyboard Template

Other Helpful Documents​​

IRS Pub 1345 – Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns (Rev 11-2022)