Desktop Program

How to setup 2-Step Verification and Google App Password

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IRS Payment Plan (Make a payment)

How to Install The Program

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

Install Error: Windows Protected Your PC

How to retrieve returns into the Desktop Software

How to Create a Default Auto Populating Preparer PIN

Workstation lock

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

ScreenShare - Show My PC Web Version for Chromebook

Filing simple return TY19 (Economic Impact Payment -EIP)

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

User Status and User Status Codes Database

Bank Contact Info (All Banks)

How to Clear an Override/Overridden Field

Rejection: Primary SSN and Primary Name Control Text Must Match The E-File Database

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Verify Error "Invalid RT/ERC Account Number - Check Setup Options"

How to E-File State Only

ScreenShare - ConnectWise

Wallet Setup for Remote Signature (Desktop/Hosted)

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

"Error - ICLRMetaHost::GetRuntime failed"

How to Adjust Font Size in The Program For Reader Easability

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

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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

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