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Tag Archives: Video

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How-to Obtain a Taxpayer Signature Remotely

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

This video describes the process of obtaining taxpayer signatures remotely. Runtime: 0:02:12 2 minutes, 12 seconds

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

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

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

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Recent Posts

  • How-to Obtain a Taxpayer Signature Remotely
  • Partner Support Will Be Closed on Monday, May 29 for the Memorial Day Holiday
  • How-to Remove a Return from the Transmission Queue
  • The Non-Returning Client Report
  • How to Update the Status of your Returns

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