Usage Guides
Helpful Videos
Processing
- Processing the Return
- Adding Custom Authorities
- Adding Voucher Payments Manually
- Assignments Action Icons
- Client Info
- Deceased Taxpayer Option for 1040 Returns
Delivered Returns
- Custom Column Setup & Usage
- Delivered Return Statuses
- Download E-File Forms and Audit Page
- Reports Action Icons
- Return Reporting
- Unlocking a Client's Return
Quick Reference Guides
- SSR - Best Practices Guide
- Adding Voucher Payments
- CCH - Best Practices Guide
- K-1 Distribution
- K1 Distribution Setting
- Overpayments Guide