Client Assistance
Guides and Resources to help Clients/Taxpayers
- Client Experience
- [Video] 1040 Client Experience
- [Video] Entity Client Experience with K1 Distribution
- [Video] Entity E-signing Client Experience with K1 Distribution
- 1040 Taxpayer Experience
- Client Experience: Returns on Mobile
- Grouped Returns: Managing Member Experience
- K-1 Email Notification Instructions
- K-1 Recipient Experience
- K-1 Recipient Experience
- Make Voucher Payments
- Manual Signing Process - Taxpayer View
- Signer Delegation: Managing Member Experience
- Signer Delegation: Signer Experience
- Voucher Reminders - Taxpayer Experience
- WebRTC Screen-Share: Taxpayer Experience