Preparer / ERO

EIN is a Required Field in Paid Preparers, Yet Not All Paid Preparers Have an EIN

Bank Specification by User With Multiple Bank Approvals

What is a Third Party Designee & Locations

How to Move Updates to a Transfer Installation

How to Hide Locked Tax Returns Created by Other Users in The Program

How to Delete an ERO or Paid Preparer Signature Captured With The Topaz Electronic Signature Pad

How to Create a Default Auto Populating Preparer PIN

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

How to E-File The State Return Prior to The Federal Return

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

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How to Transfer a Return Between Installations of The Program

How to Print a Questionnaire (Client Organizer)

Entering Form 1095-A Information Into a Return

Social Security Income For a Dependent From Form SSA-1099

How to Complete Form 2441 For Child or Dependent Care Expenses

How to Enter a Dependent Who Resides in Mexico or Canada

Central Site Refusal: Return Submitted by Another User ID

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Request Due Diligence Review

How to Obtain a Republic Bank ID or RBIN

PDF Document is Blank with requested RemoteSign

Interview mode within Desktop program

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

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Uploading Documents using the MyDocsOnline tool

How to reload an EFIN

How to resend the EMP Enrollment Email

IRS Payment Plan (Make a payment)

Where to File Paper Tax Returns With or Without a Payment

Filing simple return TY19 (Economic Impact Payment -EIP)

Removing Interview Mode from a return within the Desktop program

Bank Contact Info (All Banks)

Amended EIP (Economic Impact Payment) Return Process

How to use the recovery rebate credit worksheet TY2020

Information on the 3 Year Tax Comparison

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

Wallet Error: Invalid Signature with ACH Authorization

Multi-Factor Authentication (MFA) TaxYear 2021

Wallet FAQ

Wallet Reconciliation (Unpaid Invoices/Unable to send Remote Signatures)

Phases of TaxSeason (List of KBs)

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