Desktop Program

Program Keyboard Shortcuts

FEATURED

New York Error: Missing NYTPRIN (NY Tax Preparer Registration ID Number)

QuickBooks Tax-Line Mapping Table

Descriptive Marking of a Completed Tax Return

Install Error: Windows Protected Your PC

How to Choose a Bank Cash Card as a Refund Disbursement Method

How to Move Updates to a Transfer Installation

How to Update a State Billing Schedule

How to Create a Desktop Shortcut on Local/Networked PC

FEATURED

How to set the Icon Image on a Desktop Shortcut

How to Lock or Unlock a Tax Return

How to Locate The Product Version of The Program

FEATURED

How to Use The Remote Signature (Desktop Version)

How to Delete a Tax Return

How to Electronically File The Federal And State Tax Returns

How to Proforma Tax Return Files

How to Mark a Return as Self-Prepared

How to Create a Default Auto Populating Preparer PIN

Run Report For Non-Returning Clients

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

How to Add a Vehicle Asset

Bookmarks Do Not Appear When Verifying a Tax Return

Modernized e-File Schemas and Business Rules for Individual Tax Returns and Extensions

How to Delete a State From a Return

How to View Status of a Bank Application in Desktop/Hosted

How to Delete a Scanned Document

How to Create a Login Account

FEATURED

How to Restore And Apply Program Updates From a Backup

How to Add Notes to a Return

How to Uninstall The Tax Software

How to Install The Program

FEATURED

Applying Software Updates

How to retrieve returns into the Desktop Software

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

How to Use The Import Button on Schedule 8949/1099-B

How to Change a Tax Return Owner From the Utility Menu

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

Error Message: "Your login doesn’t have access to Business Software."

How to Create and View a Custom Report Using The Extended Lookup Feature

How to Change The Owner of a Tax Return

How to Clear an Override/Overridden Field

Approved Compatible Bar Code Scanner

How to E-File State Only

How to Email an Encrypted PDF Copy of a Tax Return

How to Convert an e-File Return to a Paper Return

How to Capture a Signature Using The Topaz Electronic Signature Pad

How to Adjust Font Size in The Program For Reader Easability

How to setup 2-Step Verification and Google App Password

FEATURED

How to Pay a Balance Due on an Electronically-Filed Tax Return

How to Configure The Program to Automatically Complete The EFIN/ERO Information in a Tax Return

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