Tax Returns Tab

This Tab houses the main body of the return that does not need to be parsed into other Groups.

Tax Returns

1. Click the Tax Returns line item to open it up in the central preview.
2. Adjust the zoom level using the Adjust Zoom drop-down list or +/- icons.
3. Navigate through the pages of that tab by using the arrow icons or text box. 
4. Click Move To to move the selected page to a different tab. 

ERO Signature Stamp

1. Select an ERO stamp to apply to the return. 
2. Drag/drop an ERO Signature Stamp onto the selected page. 
3. Drag/drop an ERO Date Signed Field onto the selected page. 
4. Select or deselect the Do not add watermark to this page checkbox to add/remove a watermark from the selected page.
5. Delete a box by clicking the X in the top-right of the box.

Once you have completed reviewing the Tax Returns tab, click Next in the bottom right or select the E-File tab across the top.

Follow this link to proceed to the next step in the process, the E-File Tab.

Client Info Tab Group Tab Transmittals Tax Returns E-File Additional E-Sign Documents Vouchers K-1s Invoices Attachments Delivery Options