Software Navigation
- How to Process a Paper Filed Return with a RT/Bank Product
- How to enter Form 8615 - Tax for Certain Children Who Have Unearned Income on a tax return
- How to enter COVID-19 related retirement distributions in the software
- How to enter Credit for Sick Leave and Family Leave for Certain Self-Employed Individuals (Form 7202)
- How to allocate the correct credits on Form 8379
- How to calculate EITC based off the previous year's Earned Income (COVID Response)
- Filing an Extension in the Tax Software
- Activating Checks in 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
- How to Copy a Tax Return to Training
- How to Tell if Social Security Has Become Taxable
- Adjusting Social Security/Medicare Wages on Form W-2
- Collecting a Payment for Preparation Fees