This tab houses the main body of the return that does not need to be parsed into other Groups.
Tax Returns
- Click a Tax Returns bookmark to display that page of the PDF.
- Adjust the zoom level using the Adjust Zoom drop-down list or +/- icons.
- Navigate through the pages of that tab by using the arrow icons or text box.
- Click Move To to move the selected page to a different tab.
ERO Signature Stamp
- Select an ERO stamp to apply to the return.
- Drag/drop an ERO Signature Stamp onto the selected page.
- Drag/drop an ERO Date Signed Field onto the selected page.
- Select or deselect the Do not add watermark to this page checkbox to add/remove a watermark from the selected page.
- 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 Tab.
Client Info Tab Group Tab Transmittals Tax Returns E-File Additional E-Sign Documents Vouchers K-1s Invoices Attachments Delivery Options
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