Login Accounts Default Permissions... Read More

The Event Log in a return   The following steps to view the Event Log are provided below: 1. Open the return in question. 2. On the top menu, click Return->Event Log. The Event Log should now open.   MORE INFORMATION The various types of... Read More

An Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using the taxpayer's Social Security number or Individual Taxpayer Identification Number. The IP PIN is known only to the taxpayer and... Read More

The Transfer Return function is used to move a tax return from one install to another install (Example: 2 PCs NOT in the same network). To transfer the return, some form of portable media is needed (e.g. a flash drive, portable hard drive, etc). Ste... Read More

QUESTIONS PERTAINING TO SETTING UP MY WALLET... Read More

Here you will find a list of Knowledge Base Articles that are tax phase specific. Description Suggested Article Phase TIME For CHANGE Software System Requirements All Season Oct-April E-Filing Prior Year Tax Returns All Season Oct-April E... Read More

TERMS OF SERVICE FOR ONLINE TAX PREPARATION SERVICES - TAX YEAR 2021 BY CLICKING THE "ACCEPT" BUTTON OR ACCESSING OR USING THE SERVICES, YOU ARE ENTERING INTO AND AGREEING TO BE BOUND BY THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO THE TE... Read More

The DirectX Diagnostic tool retrieves detailed system information about the components and drivers installed on your system.  To launch the DirectX Diagnostic Tool, follow these steps:  1.Click the Start Button. 2. Type “dxdiagâ€... Read More

Software updates are important and should be applied often at the start of season. These updates assure the software is running as expected and also allows you to retrieve all required IRS and State related forms updates, once released. Important... Read More

From the Work in Progress Summary click on the Utility menu. Select Retrieve Returns from the dropdown menu. Navigate to the location of the return file (.xf# or .xb#) and click Open. Select the return(s) to be retrieved by checking the box in... Read More

Turning a training return to a live return   The following steps explain how to turn a training return into a live return: 1. To start, open the training return. 2. Then select Return>Transfer Return. 3. After transferring, exit the training. ... Read More

Lost IP PINs Taxpayer IP PIN holders who have lost or misplaced their numbers are to contact the IRS. Should you receive a CP01A Notice that contains your IP PIN, yet that of which has been lost or misplaced, you may call us for specialized assistan... Read More