The video below outlines the basics of processing returns.
Please note:
If you do not see all of the options available in this video, like the Paper File and Invoices tabs, this indicates they are disabled in your firm settings.
When uploading entity returns, multiple PDFs need to be uploaded (1 return PDF and 1 additional PDF for each K-1 package). CCH returns include all of this information in 1 PDF.
This video does not cover using integrations to upload your tax returns.
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