Usage Guides
Helpful Videos
- Overview
- Tax Return Recipient Help - 1040
- Adding Payments & Vouchers Tab
- Assignments – Returns in Process
- Delivered Returns Report
- Delivery Options Tab
Processing
- Adding Voucher Payments Manually
- Assignments Action Icons
- Client Info
- Deleting $0 Vouchers
- Delivery Options
- Do Suffixes affect KBA?
Delivered Returns
- Delivered Return Statuses
- Enhancements to Delivered Returns Reporting
- Reports Action Icons
- Return Reporting
- Unlocking a Client's Return
- Using Custom Columns
Quick Reference Guides
- Best Practices Guide
- Adding Voucher Payments
- Overpayments Guide
- Partner - Quick Reference
- Signature Stamp Guide
- Staff - Quick Reference