Tutorials
Software Navigation
- Filing an Extension in the Tax Software
- Selecting a State Refund to be included on the Bank Application (State RT)
- Getting Started - Login (Cloud Client Users)
- Discounting a Tax Return on the Invoice
- Selecting the Correct Refund Option
- Software Keyboard Shortcuts
Transmitting a Tax Return
Printing & Signing
- How to Reprint a Check in the Tax Software
- Printer Not Showing? Cloud Client Users
- Capturing a Paid Preparer Signature
- SignDoc (Cloud Client version)
- Remote Signature Capture
- Capturing a ERO Signature in the Software
Working with Forms
- 1098 Mortgage Interest Statement
- 1099-R Distributions from Pensions, Annuities, Retirement, etc.
- Entering Form 1099-MISC with nonemployee comp.
- Form 1095-A Health Insurance Marketplace Statement
- Form 1098-T Tuition Statement
- Form 1099-INT Interest Income