How to Update the Program
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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Information & Status Overview
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 →
Paperless Office
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 →
Creating a Billing Schedule
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 →
Login Account and Access Levels
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 →
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 →
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 →
Due Diligence Settings (Tax Return Audits)
In this video you’ll learn how to customize the return Verify feature to run optional error checks for Earned Income Credit, Schedule A, and Schedule C, E, F, and Forms … Continue reading →
1065 Return Walk-Through
Preparing a 1065 business return is easy using our Business software. This video includes completing the client data screen, income statements and balance sheets, plus adding forms, verifying the return … 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 →