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Modernized e-File Schemas and Business Rules for Individual Tax Returns and Extensions
How to Use The Import Button on Schedule 8949/1099-B
Rejection: Primary SSN and Primary Name Control Text Must Match The E-File Database
FEATURED
ScreenShare -Show My PC
ScreenShare -Chrome Remote Desktop
PayJunction API Information
Online Program > How to Create Preparers
Online Program > Creating a Custom Report
Online Program > Adding Records to the Database
Online Program > Setting the In-Office Preferred Signature Capture Method
Online Program > Generating a New 2FA QR Code
Online Program > Deleting a Custom Report
Online Program > Forgot Login Password
Online Program > Deleting Records from the Database
Online Program > Editing Records in the Database
Online Program > Configuring Chrome Authenticator Extension for a Login
Online Program > Working with Device Registrations
Online Program > Capturing the ERO Signature
Online Program > Setting Defaults
Online Program > Adding a Widget
Online Program > Sending a Remote Signature Request
Online Program > Setting up Client Letters
Online Program > Capturing the Preparer Signature
Online Program > Using User Status Codes
Online Program > Configuring Restricted Fields
Online Program > Creating/Running a Custom Report
Online Program > Running a Quick Report
Online Program > Understanding the Login Type
Online Program > Activating a New Login Account
Online Program > How to Create a Login
Online Program > How to Activate Checks
Online Program > Changes to Client Letter
Online Program > Default Access Levels Defined
Online Program > Accept Terms of Service not clickable
Online Program > Office Level Co-Branding Location
Online Program > Signature Locations
Online Program > Requesting Documents
Online Program > Wallet Setup for Remote Signatures
Online Program > Error ’ERO Signature Missing’
Online Program > TaxPass Mobile App Setup
Online Program > Billing Setup (DRAFT)
Online Program > TERMS OF SERVICE FOR ONLINE TAX PREPARATION SERVICES - TAX YEAR 20##
Online Program > Document size must be 5MB or less
ScreenShare - Show My PC Web Version for Chromebook
Online Program > How to add Bank Documents to print with Final Return
Online Program > How to Start a New Return
Return Status Codes
Online Program > Reload Billing
Online Program > PRIVACY POLICY FOR SMS TEXTING TAX YEAR 20##
Online Program > TERMS & CONDITIONS FOR SMS TEXTING TAX YEAR 20##
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