How-to Send Text Messages to Multiple Taxpayers
In this video you’ll learn how to send text messages to multiple taxpayers at the same time. Runtime: 0:01:03 1 minute, 3 seconds
Continue reading →How-to Print the Information & Status Screen
In this video you’ll learn how to print the Information and Status screen in the tax return. The data on this screen can be helpful to taxpayers when corresponding with … Continue reading →
How-to Use the Print Window
In this video the print return window is reviewed. Features covered are printing, signing documents in office and remotely, the filter option, PDF, and emailing returns. Runtime: 0:02:37 2 minutes, … Continue reading →
How-to Configure the Proforma Path
This video will walk you through the process of configuring your program so prior year returns are brought forward in the Desktop program. Runtime: 0:01:42 1 minute, 42 seconds
Continue reading →How-to Configure the Proforma Path in Hosted
Proforma configuration in the hosted environment requires special configuration. This video will walk you through the straightforward configuration process. Runtime: 0:01:11 1 minute, 11 seconds
Continue reading →How-to Configure Signatures, Document Archive, and Printing in Hosted
Signatures, Document Archive, and printing in the hosted environment require special configuration. This video will walk you through this straightforward configuration process. Runtime: 0:03:23 3 minute, 23 seconds
Continue reading →How-to Apply EFIN Configuration Changes to Previously Created Returns
Changes to your EFIN record are not reflected in returns created prior to the change. This video describes the process of applying EFIN configuration changes to returns created prior to … Continue reading →
How-to Apply Billing Configuration Changes to Previously Created Returns
Changes to your billing configuration are not reflected on the invoice for returns created prior to the change. This video describes the process of applying billing changes to returns created … Continue reading →
IRS Reminder! June 15 Filing Deadline for U.S. Taxpayers Living & Working Abroad
Partner Support is sharing this news release issued today by the IRS, reminding taxpayers (and tax professionals) that U.S. taxpayers living and working abroad, have until June 15 to file their … Continue reading →
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
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