Desktop Program

How to Enter The Amount For a Referral Coupon

Entering Form 1095-A Information Into a Return

Error: Totals are Unviewable on The Work in Progress Summary Screen

Business Module Access Not Permitted

Transfer Return Check Box is Only Option Available; Transmit Check Box Disabled

How to Create a Desktop Shortcut on Local/Networked PC

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Verify Error: Bookmarks Missing in Return Errors and Rejects Window

Error Message: DataBase Access Error ’incorrect aes key’

Creating a 1065 Partnership Return

Program Keyboard Shortcuts

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Form W-2 Box 1 Amount Not Carrying to Form 1040

Identity Protection PIN (IP PIN) Location For The Taxpayer, Spouse or Dependent

Descriptive Marking of a Completed Tax Return

Remove Pending Remote Signature

Interview mode within Desktop program

How to set the Icon Image on a Desktop Shortcut

PDF Document is Blank with requested RemoteSign

Creating Extended Report for Bank Products with Check Print Dates

How to Locate The Product Version of The Program

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Multi-Factor Authentication (MFA) TaxYear 2021

How to create a Mailable Print Package for sending to the IRS

How to Proforma Tax Return Files

How to Add an Asset to a Tax Return

How to add/remove columns from the client grid display

Bookmarks Do Not Appear When Verifying a Tax Return

Wallet Reconciliation (Unpaid Invoices/Unable to send Remote Signatures)

How to setup & clear default fields within the desktop program

How to Delete a State From a Return

Creating a Restore File

Verify Error: ID Issuance Date Invalid

How to Delete a Scanned Document

Return Status Codes

How to Edit an Existing Check Range in The Desktop Software

How to Restore And Apply Program Updates From a Backup

Help File Error: "Component MSCOMTL.OCX or one of its dependencies not correctly registered"

How to Add a Vehicle Asset

How to Uninstall The Tax Software

How to Edit an Existing Check Range in the 1040 Software

Run Report For Non-Returning Clients

Applying Software Updates

On-Screen signature attempting populates Error regarding Topaz Signature Pad is not installed

How to Update a State Billing Schedule

How to Enter an Expiration Date For an ID That Has No Expiration Date

ScreenShare -Chrome Remote Desktop

STATE and BUSINESS Release status (Desktop, Hosted)

Verify Error: Calculated Prep Fee Mismatch on Invoice and Bank App

ScreenShare -Show My PC

Removing Interview Mode from a return within the Desktop program

How to Change The Owner of a Tax Return

How to Create a Return for Puerto Rico Residents (1040-SS)

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