How-to Obtain a Taxpayer Signature Remotely
This video describes the process of obtaining taxpayer signatures remotely. Runtime: 0:02:12 2 minutes, 12 seconds
Continue reading →Partner Support Will Be Closed on Monday, May 29 for the Memorial Day Holiday
To our Valued Partners: In observance of the upcoming Memorial Day Holiday, Partner Support will be closed on Monday, May 29, 2022. We will re-open on Tuesday, May 30 … Continue reading →
How-to Remove a Return from the Transmission Queue
This video shows two methods for removing returns from the transmission queue. Runtime: 0:00:56 56 seconds
Continue reading →The Non-Returning Client Report
Want to know who, of your prior year tax clients, has not returned this year? Watch this video. You’ll learn how to run the List of Non-Returning Client report. Runtime: … Continue reading →
How to Update the Status of your Returns
Return status is updated automatically during transmissions. Sometimes circumstances are such that the actual status of the return is not reflected in your database. This video shows how to use … 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 →Information & Status Overview
In this video you’ll learn how to use the Information and Status page to obtain status information about your federal and state tax returns, including bank product information. Runtime: 0:03:28 … Continue reading →
Important Industry News! IRS Submits Direct File (Free Direct e-file System) Report to Congress – Pilot Launch January 2024
Many of you may have heard the news and/or read recent articles published by the Washington Post and Accounting Today publications regarding the IRS plans to evaluate the feasibility of providing taxpayers … Continue reading →
Oklahoma & Florida: IRS Extends Tax Relief & Certain Filing & Tax Payment Deadlines for Certain Designated Disaster Areas
Partner Support is sharing the 2 latest IRS News Releases issued AFTER the April 18 filing deadline, announcing that taxpayers in designated disaster areas of Oklahoma and Florida have been granted … Continue reading →