Desktop Program

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

Print Final Return Program Warning

Approved Compatible Bar Code Scanner

How to Change a Tax Return Owner From the Utility Menu

How to Efile 1040x (Amendments) in Hosted and Desktop

How to Email an Encrypted PDF Copy of a Tax Return

How to Delete a Tax Return

Inadequate Authorization Prompt for Wallet with Administrator access

How to Capture a Signature Using The Topaz Electronic Signature Pad

How to use the Engagement Letter

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

Remote Signature Not Receiving Signed Document

How to Print a Tax Return With a Previously Captured Taxpayer or ERO Signature

How to Paper File an RT return (refund transfer/bank application)

How to Print The Client Telephone List

Business Form Amendment Process for 1120

How to Import QuickBooks Data Into a Business Return

Form 1040-ES Estimated Tax Form & Payment Voucher

How to View/Print a List of Clients Queued For Transmission to The Central Site

How to Configure The Program to Use TextLink or TextLink Plus

Filing With an ITIN

Verify Error "No Client Pass-Through Account Information" Available on Bank Application

Error Message: The windows installer service could not be accessed When Installing The Program

Not Able to Capture Remote Signature

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

FEATURED

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

FEATURED

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

FEATURED

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)

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