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
- 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