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Bank Specification by User With Multiple Bank Approvals
How to Transfer a Return to The Originating Sub-Office From the Main/Master Installation
How to Assign a Billing Scheme to an Office in Management Dashboard
How to Create a Billing Scheme For Management Dashboard
How to Change a Tax Return Owner From the Utility Menu
How to Check The Status of an EF Return Using "Where’s My Refund" on The IRS Website
FEATURED
How to Backup Returns in The Program
FEATURED
How to Import QuickBooks Data Into a Business Return
How to Set Up Default Printing of The Spanish Client Letter
Locating an Office on The My Tax Office Portal (Central Site Portal)
FEATURED
Uploading Documents using the MyDocsOnline tool