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Partner Support Will Be Closed on Monday, May 29 for the Memorial Day Holiday

Resource Center Posted on May 26, 2023 by UB_RC_AdminMay 26, 2023

      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 →

Posted in Communications

How-to Remove a Return from the Transmission Queue

Resource Center Posted on May 24, 2023 by BillMay 24, 2023

This video shows two methods for removing returns from the transmission queue. Runtime: 0:00:56 56 seconds

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

The Non-Returning Client Report

Resource Center Posted on May 24, 2023 by BillMay 24, 2023

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 →

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

How to Update the Status of your Returns

Resource Center Posted on May 24, 2023 by BillMay 24, 2023

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 →

Posted in Individual Tax Returns, Video Library | Tagged 1040, How-To, Individual, Software, Video

Importance of Transmissions with Filter data

Resource Center Posted on May 24, 2023 by BillMay 24, 2023

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

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

How to Update the Program

Resource Center Posted on May 24, 2023 by BillMay 24, 2023

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

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

Information & Status Overview

Resource Center Posted on May 24, 2023 by BillMay 24, 2023

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 →

Posted in Individual Tax Returns, Video Library | Tagged 1040, Individual, Software, Video

Important Industry News! IRS Submits Direct File (Free Direct e-file System) Report to Congress – Pilot Launch January 2024

Resource Center Posted on May 18, 2023 by UB_RC_AdminMay 18, 2023

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 →

Posted in Communications

Oklahoma & Florida: IRS Extends Tax Relief & Certain Filing & Tax Payment Deadlines for Certain Designated Disaster Areas

Resource Center Posted on May 4, 2023 by UB_RC_AdminMay 4, 2023

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 →

Posted in Communications

Includes 4/18 Filing Deadline Volume: IRS Releases Filing Season Statistics for Week Ending 4/21/2023

Resource Center Posted on April 28, 2023 by UB_RC_AdminApril 28, 2023

This latest recent report includes return and e-file volume from the April 18 deadline and will be the last 2023 Filing Season Statistics report we share until the IRS releases a report in … Continue reading →

Posted in Communications

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