How to Use Remote Signature
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 →
Tag Archives: How-To
How to Print Checks in the Program
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 →
How to Check the Status of a Tax Return
Whether you want to know how to determine the status for a single return, or multiple returns, you’ll find out how in this video. You’ll learn how to find the … Continue reading →
How to Restore a Deleted Return
If you’ve accidentally deleted a return, this video will show you how to restore previously deleted returns.Runtime: 0:02:08
Continue reading →How to Schedule Transmissions
Information about your returns, including IRS rejections, acceptances, available checks to print, etc. is accurate only up to the time that you’ve transmitted to the Central Site. To keep an … Continue reading →
How to Transfer a Return
Moving returns to non-networked computers is easy, you just need to know how. In this video you will learn how to move returns between two non-networked computers. This is helpful … Continue reading →
How to Use TextLink and TextLink Plus
With TextLink and TextLink Plus, partners can market to and communicate with their clients more efficiently than ever before! Text message one or many clients with just a single click, … Continue reading →
How to Create and File an Extension
Watch this video for a quick A to Z explanation about how to create, transmit and run reports on your extensions.Runtime: 0:01:36
Continue reading →How to Run a Custom Report Identifying Returns with Unemployment
In this video, we will show you how to create a custom report containing returns with unemployment compensation for the primary taxpayer and spouse, entered using Form 1099-G OR by Direct Entry on Schedule 1 – Line 7. From the report, we will also show you how to send a text message to these clients and how to export this report should you want to print a calling list. You can also use what you learn in this video to easily create and save other reports that may be useful within your tax business. Important Note: As of March 17, 2021, the IRS is still instructing tax professionals to NOT AMEND ALREADY FILED 2020 tax returns with unemployment income until further guidance is issued.
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