Processing: Tax Returns

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

Tax Returns

1. Click a Tax Returns bookmark to display that page of the PDF. 
2. Adjust the zoom level using the Adjust Zoom drop-down list or +/- icons.
3. Navigate through the pages of the tax return by using the arrow icons. 
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.

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

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