Changing the default PDF viewer to Adobe Reader You can set Adobe Reader as the default program for viewing PDFs on Windows computers by following these steps:1. Click on the Start button  and select the Settings cog 2. In the Windows Settings display, select Apps: 3. Within the App list, select Default apps. At the bottom of the default app...

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 PAGEReturn TallyThis keeps track of how many returns are in each status. Release NotesPeriodically, we post information on changes to our Fede...

To create 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.

If you enter an IP address in IP Restrict for a user, the selected User will required to login to the software from that specific computer or IP address.  To find the IP address for a specific computer, cut-and-paste the URL below into a Web browser:  https://support.microsoft.com/en-us/windows/find-your-ip-address-in-windows-f21a9bbc-c582-55c...