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Action Required! Steps to Complete PRIOR to Submitting Pre-Ack Advance Products

Resource Center Posted on December 28, 2023 by UB_RC_AdminDecember 28, 2023

Pre-Ack Advance Product Processing Schedule and Action Items To our Valued Partners: In preparation for the upcoming opening of Pre-ACK Advance Products on Tuesday, January 2, Partner Support is providing … Continue reading →

Posted in Communications

Partner Support Will be Closed Monday, July 3 and Tuesday, July 4

Resource Center Posted on June 30, 2023 by UB_RC_AdminJune 30, 2023

Happy 4th of July Holiday Closure    In observance of the upcoming Independence Day Holiday, Partner Support will be closed on Monday, July 3rd and Tuesday, July 4th.    We will re-open … Continue reading →

Posted in Communications

IRS Issues Statement Regarding California Mailing of Balance Due Notices

Resource Center Posted on June 14, 2023 by UB_RC_AdminJune 14, 2023

IRS Statement Regarding California Mailing of Balance Due Notices  To Our Valued Partners,  We are sharing an important statement recently issued by the IRS regarding the California mailing of balance … Continue reading →

Posted in Communications

How-to Troubleshoot Check Printing

Resource Center Posted on June 13, 2023 by BillJune 13, 2023

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

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Posted in Software Setup & Settings, Video Library | Tagged How-To, Software, Video

How-to Change the Owner of a Tax Return

Resource Center Posted on June 13, 2023 by BillJune 13, 2023

In this video multi-office owners will learn how to change the owner of a return from one User ID to another. Runtime: 0:00:31 31 seconds

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

How-to Access Wallet in the Desktop Program

Resource Center Posted on June 13, 2023 by BillJune 13, 2023

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

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Posted in Communications, Software Setup & Settings | Tagged How-To, Software, Video

How-to Create a Restore File for a Sub-Office’s Tax Returns

Resource Center Posted on June 12, 2023 by BillJune 12, 2023

In this video you will learn how multi-office owners can create restore files (backed up tax returns) for a sub-office. Runtime: 0:01:09 1 minute, 9 seconds

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

How-to Back up the Desktop Program

Resource Center Posted on June 12, 2023 by BillJune 12, 2023

In this video you’ll learn how to back up your tax program to a thumb drive. Runtime: 0:03:53 3 minutes 53 seconds

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

How to Determine Your Program Version

Resource Center Posted on June 12, 2023 by BillJune 12, 2023

In this video you will learn how to determine the federal and state versions within your program. Runtime: 0:00:28 28 seconds

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

How to Modify the Invoice in a Tax Return

Resource Center Posted on June 12, 2023 by BillJune 12, 2023

In this video you will learn how to add custom and pre-defined discounts and charges to the invoice in a tax return. Runtime: 0:01:19 1 minute, 19 seconds

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

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