Usage Guides

Helpful Videos

• Overview
• Tax Return Recipient Help - 1040
• Adding Payments & Vouchers Tab
• Assignments – Returns in Process
• Delivered Returns Report
• Delivery Options Tab

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Processing

• Adding Voucher Payments Manually
• Assignments Action Icons
• Client Info
• Deleting $0 Vouchers
• Delivery Options
• E-File

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Delivered Returns

• Delivered Return Statuses
• Enhancements to Delivered Returns Reporting
• Reports Action Icons
• Return Reporting
• Using Custom Columns
• Verbal Access Code Confirmation

Quick Reference Guides

• Best Practices Guide
• Adding Voucher Payments
• Overpayments Guide
• Partner - Quick Reference
• Signature Stamp Guide
• Staff - Quick Reference

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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