Tax Software Training
Introduction to the online tax software platform for Tax Preparers
Schedule C - Basic Entry and Navigation
Adding Forms/Tax Return Navigation
Client Search Navigation
Amended Return - For New Clients
Refund Calculator/Estimator
Start New Return
Homescreen Navigation
How to Login to your software
Customer Portal - Making Life Easy, for you and your client!
IRS Tax Office Audits Be Prepared
Quick File
8829 Business Use of Home
2106 Job Related Travel Expenses
2441 Dependent Care Expenses
3903 Moving Expenses
5405 First Time Homebuyer Repayment
8379 Injured Spouse Allocation
8867 Due Diligence Checklist
Adding Forms
Client List Tools
Depreciation
Client List Search Options
Application For Extension 4868
Estimator Refund Calculator
First Time Login
Going Paperless Scan Sign Deliver
Health Insurance 8962 & 8965
Identity Protection Pin IP Pin
Main Menu Home Screen Navigation
Refund Disbursment Selection Bank App and Fees