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<title>Home - All Categories - Dashboard / Portal  </title>
<link>//kb.erosupport.com/category-37.html</link>
<description>This RSS Feed contains Articles of Category in the knowledge base. You can click on the title to view its content.</description>
<item>
										<guid>//kb.erosupport.com/article-333.html</guid>
										<title>How to Backup Returns in The Program</title>
										<link>//kb.erosupport.com/article-333.html</link>
                                        <description><![CDATA[Backing Up Returns in The Program
In order to back up returns in the program, the following steps are provided.
Part 1: ÃÂ Enable the backup feature

Log into the program as a user with administrator rights.
From the top menu, selectÃÂ Setup &gt; O...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-330.html</guid>
										<title>How to Check The Status of an EF Return Using &quot;Where`s My Refund&quot; on The IRS Website</title>
										<link>//kb.erosupport.com/article-330.html</link>
                                        <description><![CDATA[Refer to "ÃÂ Where&rsquo;s My Refund?ÃÂ " for Refund Status of a tax return from the IRS website. SSN/ITIN, Filing status and Refund Amount are required for lookup.ÃÂ 
Browse to the following IRS website: ÃÂ Where&#039;s My Refund

In the Tax Yea...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-372.html</guid>
										<title>Locating an Office on The My Tax Office Portal (Central Site Portal)</title>
										<link>//kb.erosupport.com/article-372.html</link>
                                        <description><![CDATA[
Log onto www.mytaxofficeportal.com
Hover over Support &amp; select Manage Office
Use the &#039;Search User ID&#039; function to find the office.

IF the UID resides in a Multi-tier or on a 3 Tier Account the portal will change Tiers or a Jump to but...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-263.html</guid>
										<title>How to Assign a Billing Scheme to an Office in Management Dashboard</title>
										<link>//kb.erosupport.com/article-263.html</link>
                                        <description><![CDATA[Assigning a Billing Scheme
NOTE:&nbsp;Before these steps are taken, a Billing Scheme must be created.&nbsp; See:&nbsp;&nbsp;How to Create a Billing Scheme For Management Dashboard
The following steps provide how to Assign a Billing Scheme to an Offic...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-264.html</guid>
										<title>How to Create a Billing Scheme For Management Dashboard</title>
										<link>//kb.erosupport.com/article-264.html</link>
                                        <description><![CDATA[Creating a Billing Scheme For Management DashboardThe following steps are provided to create a billing scheme on a Global Scale &amp; push down to User IDs.ÃÂ  This process is used rarely.


Log intoÃÂ www.mytaxofficeportal.comÃÂ using theÃÂ Tier...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-701.html</guid>
										<title>Uploading Documents using the MyDocsOnline tool</title>
										<link>//kb.erosupport.com/article-701.html</link>
                                        <description><![CDATA[The following articles describes how to upload files using MyDocsOnline site. This site is a safe and secure way to send files. Example: In-House conversion data provided to Central Site.

Use the following URL to upload files.


Use the Choose Files...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-258.html</guid>
										<title>How to Transfer a Return to The Originating Sub-Office From the Main/Master Installation</title>
										<link>//kb.erosupport.com/article-258.html</link>
                                        <description><![CDATA[Use the following steps to transfer a return to a sub office within desktop/hosted. Important Note:ÃÂ To send the return to a different sub office, it is required to move the tax return to the User ID you wish to receive before following the steps...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-348.html</guid>
										<title>How to Set Up Default Printing of The Spanish Client Letter</title>
										<link>//kb.erosupport.com/article-348.html</link>
                                        <description><![CDATA[Steps to Set Up Default Printing of the Spanish Client Letter
1. On the Setup menu, click Login Accounts.

2. DoubleÃÂ click the applicable user. If a user does not appear in the list, click Add.
3. In the Client Letter list, click Spanish,ÃÂ and t...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-269.html</guid>
										<title>How to Change a Tax Return Owner From the Utility Menu</title>
										<link>//kb.erosupport.com/article-269.html</link>
                                        <description><![CDATA[Changing a Tax Return OwnerÃÂ (Assign Tax Return to a different User ID) Note: This is done from the Main/Master User ID.ÃÂ 

From the main site software, sign in as a user with administration rights.
Click on theÃÂ UtilityÃÂ Menu and selectÃÂ C...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-335.html</guid>
										<title>How to Import QuickBooks Data Into a Business Return</title>
										<link>//kb.erosupport.com/article-335.html</link>
                                        <description><![CDATA[ÃÂ QuickBooks data in a business return

Begin by reviewing the Tax-Line mapping associated with each account in the Business&rsquo; QuickBooks Chart of Accounts. The Program will enter the imported amounts on specific lines of the Income Statement,...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-25.html</guid>
										<title>Bank Specification by User With Multiple Bank Approvals</title>
										<link>//kb.erosupport.com/article-25.html</link>
                                        <description><![CDATA[This process should happen automatically when selecting the Make PRIMARY within the EMP tool Manage EFINs/Bank Application.

Navigate to the correct account (UID/EFIN)ÃÂ 
Select the View/Edit Enrollment hyperlinkÃÂ ÃÂ (Hamburger stack) OR Use the ...]]></description>

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