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1040Online53

1040 Online Wallet setup, vaulting and reloading Reference guide

ScreenShare - ConnectWise

How to Create a Return for Puerto Rico Residents (1040-SS)

Online Program > TERMS & CONDITIONS FOR SMS TEXTING TAX YEAR 20##

Online Program > PRIVACY POLICY FOR SMS TEXTING TAX YEAR 20##

Online Program > Reload Billing

Return Status Codes

Online Program > How to Start a New Return

Online Program > How to add Bank Documents to print with Final Return

ScreenShare - Show My PC Web Version for Chromebook

Online Program > Document size must be 5MB or less

Online Program > TERMS OF SERVICE FOR ONLINE TAX PREPARATION SERVICES - TAX YEAR 20##

Online Program > Billing Setup (DRAFT)

Online Program > TaxPass Mobile App Setup

Online Program > Error ’ERO Signature Missing’

Online Program > Wallet Setup for Remote Signatures

Online Program > Requesting Documents

Online Program > Signature Locations

Online Program > Office Level Co-Branding Location

Online Program > Accept Terms of Service not clickable

Online Program > Default Access Levels Defined

Online Program > Changes to Client Letter

Online Program > How to Activate Checks

Online Program > How to Create a Login

Online Program > Activating a New Login Account

Online Program > Understanding the Login Type

Online Program > Running a Quick Report

Online Program > Creating/Running a Custom Report

Online Program > Configuring Restricted Fields

Online Program > Using User Status Codes

Online Program > Capturing the Preparer Signature

Online Program > Setting up Client Letters

Online Program > Sending a Remote Signature Request

Online Program > Adding a Widget

Online Program > Setting Defaults

Online Program > Capturing the ERO Signature

Online Program > Working with Device Registrations

Online Program > Configuring Chrome Authenticator Extension for a Login

Online Program > Editing Records in the Database

Online Program > Deleting Records from the Database

Online Program > Forgot Login Password

Online Program > Deleting a Custom Report

Online Program > Generating a New 2FA QR Code

Online Program > Setting the In-Office Preferred Signature Capture Method

Online Program > Adding Records to the Database

Online Program > Creating a Custom Report

Online Program > How to Create Preparers

PayJunction API Information

ScreenShare -Chrome Remote Desktop

ScreenShare -Show My PC

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

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

Modernized e-File Schemas and Business Rules for Individual Tax Returns and Extensions

Ancillary Products / Services20

Bank Products48

Dashboard / Portal11

Desktop Program501

Error Message105

General2

Hosted Program20

IRS Rejects / Refusals6

Mobile Application21

Preparer / ERO40

Tax Forms97

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Online Program > Understanding the Login Type

Online Program > Accept Terms of Service not clickable

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