Desktop Program

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

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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

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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 use the recovery rebate credit worksheet TY2020

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

Today’s Appointments - Informational

How to Check The Status of an EF Return Using "Where’s My Refund" on The IRS Website

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Information on the 3 Year Tax Comparison

How to Backup Returns in The Program

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How to print the 1040x Acknowledgement Letter & edit client letter to include Fed Amended ACK info if missing

How to Set Up Default Printing of The Spanish Client Letter

How to reload an EFIN

Create And Edit The Client Questionnaire

How to Print/Reprint Acknowledgement Letters in The Program

How to Install The Scriptel Signature Pad

How to Move Updates to a Transfer Installation

Error Message: "Startup Abort! Abt(Software CRC Error)"

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