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Resource Center

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IRS Special Announcement: Tax Relief Now Available to Victims of Hurricane Ida

Resource Center Posted on September 1, 2021 by UB_RC_AdminSeptember 7, 2021

Tax Relief Now Available to Victims of Hurricane Ida  To our Valued Partners: Today, the IRS announced tax relief available for those affected by Hurricane Ida, including an extended deadline until January 3, … Continue reading →

Posted in Communications

Upcoming IRS 8/30 Deadline Reminder – Advance CTC Payment Change of Address

Resource Center Posted on September 1, 2021 by UB_RC_AdminSeptember 7, 2021

Advance Child Tax Credit Payments: New Update Address Feature Now Available on IRS Online Portal  To our Valued Partners: As a follow-up to our previous Advance Child Tax Credit Payments … Continue reading →

Posted in Communications

8/11: IRS Posts New FAQs on Advance Child Tax Credit Payments

Resource Center Posted on August 26, 2021 by UB_RC_AdminSeptember 7, 2021

As a follow-up to our previous “Latest IRS EIP & Advance CTC Payment Update” communication sent to our partners on July 21, we are sharing new FAQs posted by the IRS today via … Continue reading →

Posted in Communications

Paperless Office

Resource Center Posted on August 1, 2020 by BillAugust 31, 2021

Shows how you can save time and money using the paperless office features included in the Software. Topicsinclude the Document Archive, scanning documents, importing files, capturing electronic signatures, and more.Runtime: … Continue reading →

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

Creating a Billing Schedule

Resource Center Posted on September 1, 2019 by BillAugust 31, 2021

New and experienced users alike will learn something in this video. You’ll be taught about hourly and form by form billing, as well as billing for worksheets, states, and line … Continue reading →

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

Login Account and Access Levels

Resource Center Posted on August 1, 2019 by BillAugust 31, 2021

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 →

Posted in Software Setup & Settings, Video Library | Tagged Software, Video

How to Use Remote Signature

Resource Center Posted on June 1, 2019 by BillAugust 10, 2022

See how easy it is to use our remote signing feature. In this video, you’ll learn how to send tax returns, including bank documents, to your client’s cell phone or … Continue reading →

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

How to Print Checks in the Program

Resource Center Posted on September 1, 2018 by BillAugust 31, 2021

In this video you’ll learn how to activate your check stock in the 1040 Desktop program, print refund checks, reprint checks that have been damaged, and how to process Void … Continue reading →

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

Due Diligence Settings (Tax Return Audits)

Resource Center Posted on September 1, 2018 by BillAugust 31, 2021

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 →

Posted in Software Setup & Settings, Video Library | Tagged Software, Video

1065 Return Walk-Through

Resource Center Posted on September 1, 2018 by BillSeptember 8, 2021

Preparing a 1065 business return is easy using our Business software. This video includes completing the client data screen, income statements and balance sheets, plus adding forms, verifying the return … Continue reading →

Posted in Business Tax Returns, Video Library | Tagged Business, Software, Video

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