Here’s How To Instruction Sheets

Here’s How to Use the Recovery Rebate Credit Worksheet
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
Here’s How To Configure and Use the Wallet

Software & Training Guides​

1040 Software Practice Returns for TY2022
1040 Software Program Tutorial for TY2021
1040 Software Quick Reference Sheet
Quick Start Guide – Installation & Program Setup
Software Keyboard Template

Other Helpful Documents​​

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