This is a general guide, and not comprehensive.

First, get the client or preparer (not a taxpayer) on a screen share.  Then, on their computer, launch the software and review each section in detail.

HOME PAGE

Return Tally

This keeps track of how many returns are in each status.

Release Notes

Periodically, we post information on changes to our Federal and state packages.

CHAT

Chat is our innovative support tool, active in the most current version of the software, through which a live representative can be reached.

CLIENTS

Returns can be accessed from the Home page through either the Client List graphic (in the center of the screen) or the Clients tab (in the upper left).

Clients are displayed by First and Last Name, SSN/EIN, Return Type, Return Status, Refund or amount Due, E-file status, Return ID (nLync’s preferred manner of referring to a return), and Preparer name.

“Return Summary” is in the lower left-hand corner. It’s where you can see feedback (acknowledgements, rejections, and errors) on a specific return.

Columns can be customized by right-clicking the blue field in the column description (the taxpayer “Name,” in this case) and selecting the options desired.

MANAGE

The Manage tab’s function is to work with settings for Users, Offices, Fees, etc.

SCHEDULER

This option is for booking and tracking appointments.

RETURNS

To start a new return, click Clients >> New >> Create new return;

then enter the SSN or EIN >> Select the Type of Return you wish to create >> Click OK.

PROFILE PAGE

The Profile page is where all basic information is entered, including Filing Status, Taxpayer/Spouse names, Dependents, and Electronic Return Originator (ERO) information.

(Please select “Save” before leaving one area of the return for another.)

ADDING A FORM

FORM W2

SCHEDULE B

To add Interest to the Schedule B, select "Add" under Part I.

To fill out Part II, you’ll add a Form 1099-DIV:

Then, Part II of the Schedule B will look like this:

SCHEDULE C

Input information on Line 1, and then right-click on Line 9 to create an Assets and Vehicles Worksheet:

On the Assets and Vehicles Worksheet, left-click on “Add a new asset”:

In this example, a vehicle is entered for a mileage deduction:

Total miles and business miles are input, and then “Tab” is selected to recalculate the deduction:

Schedule C, Part II, Line 9, titled “Car and truck expenses,” will now reflect a value:

SCHEDULE D

Schedule D routinely associates with Form 8949:

Input the investment information on the 8949…

…and then observe the changes on Sch D:

SCHEDULE E

To enter a property, go to Part I, Section B, and select “Add”:

To do depreciation for a property, use the Assets and Vehicles Worksheet in the same manner as for a vehicle, but change the type of asset.

EARNED INCOME CREDIT

The documentation for the Due Diligence Checklist and the EIC Worksheet takes place on Form 8867.

As the 8867 was added by the software early in the return, you only need to access it on the Navigation pane. The form is listed at the lower left of the screenshot below:

Once all questions have been answered, the EIC will calculate. If it’s not calculating, check any references in red for information that needs to be entered:

ELECTRONIC FILING WORKSHEET

Form 8879 covers the final details of the return.

PRINTING

Printing is disabled in the demonstration (“demo”) version of the software.

There are two methods, both by selecting “Print” at the top of the screen…the first is located on the list of Clients, and the second inside the specific return: