Configuration

How to Update a State Billing Schedule

How to Enter a Communications Password in The Program

How to Create a Default Auto Populating Preparer PIN

How to Uninstall a Service Release or Product Update From The Program

How to Assign an Access Level to a Login Account

How to Set Up The Program For Only Charging Forms Filed Electronically

How to Prevent The Windows Security Warning While Opening The Program on a Workstation Computer

How to Auto Add State to a Tax Return

How to Turn On or Off Audit/Validation Checks

How to Add a Remote Signature For an EF Originator

How to Add or Remove The Prior Year Balance on The Invoice

How to Pull The Previous Year’s Billing Scheme Data Into The Current Year’s Software

How to Adjust Font Size in The Program For Reader Easability

How to setup 2-Step Verification and Google App Password

FEATURED

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

How to Configure Automatic Setup For Completing Preparer’s Information in a Tax Return

How to Set Up Default Printing of The Spanish Client Letter

How to Change The Network Type From Public to Private in Windows 8/8.1

How to Install The Scriptel Signature Pad

Business Module Access Not Permitted

Program Using Current Windows User Name as The Login Name

PDF Copy of Final Return Not Created

Itemized Form Billing Summary does not appear on the invoice

How to change from a Public network to a Private network

How to add/remove columns from the client grid display

Choices window shrunk

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

Wallet Setup for Remote Signature (Desktop/Hosted)

Multi-Factor Authentication (MFA) TaxYear 2021

Wallet FAQ

PayJunction API Information