Usage Guides

Helpful Videos

• Entity Taxpayer Experience with K1 Distribution
• Overview
• Tax Return Recipient Help - 1040
• Adding Payments & Vouchers Tab
• Assignments – Returns in Process
• Delivered Returns Report

See all 13 articles

Processing

• Adding Custom Authorities
• Adding Voucher Payments Manually
• Assignments Action Icons
• Client Info
• Deleting $0 Vouchers
• Delivery Options

See all 11 articles

Delivered Returns

• Delivered Return Statuses
• Reports Action Icons
• Return Reporting
• Unlocking a Client's Return
• Using Custom Columns
• Verbal Access Code Confirmation

Quick Reference Guides

• CCH - Best Practices Guide
• UltraTax - Best Practices Guide
• Partner - Quick Reference
• Signature Stamp Guide
• Staff - Quick Reference
• Taxpayer - Quick Reference

See all 7 articles

Taxpayer Help

• Client Experience: Returns on Mobile

TaxCaddy & SafeSend Returns Integration

• TaxCaddy & SafeSend Returns Integration Video
• TaxCaddy & SafeSend Returns Taxpayer Video
• Setting up TaxCaddy and SafeSend Returns Handshake
• Sending a Tax Return with TaxCaddy integration
• Integration Powerpoint Quick Reference Guide