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Tag Archives: Report

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 Create and File an Extension

Resource Center Posted on January 1, 1970 by BillSeptember 8, 2021

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

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

How to Run a Custom Report Identifying Returns with Unemployment

Resource Center Posted on January 1, 1970 by BillSeptember 1, 2021

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

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