Desktop Program

How to Restore Backup Returns through the Desktop program

How to Lock or Unlock a Tax Return

How to Delete Checks From The Desktop Software

Locating/Printing E File Summary Page & IRS Tracking Number location

FEATURED

How to Electronically File The Federal And State Tax Returns

Wallet FAQ

How to resend the EMP Enrollment Email

How to Mark a Return as Self-Prepared

PayJunction API Information

W2 has $0 Entry for SS Wages or Medicare Wages

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

Income Summary

Verify Error: Binary attachment for Sec 199A Safe Harbor Sign statement...

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

Switching out of S mode in Windows

Verify Error: Package Not Loaded for Form : 01

How to Create a Login Account

FEATURED

Itemized Form Billing Summary does not appear on the invoice

How to Amend a Tax Return (Form 1040X)

How to Add Notes to a Return

How to setup 2-Step Verification and Google App Password

FEATURED

IRS Payment Plan (Make a payment)

How to Install The Program

FEATURED

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)

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

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