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Posted on 2022-09-26

To add a federal extension request using IRS Form 4868, open an existing 1040 return; or create a new 1040 return for the taxpayer(s) you wish to file an extension for. Once the return is open, find the State/Extension drop-down box in the navigation pane and expand the drop-down box.  From there, find Federal Extension and left-click on it....

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Filing a State Tax Return

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Posted on 2022-09-23

To File a State Tax Return, you must first Create a Federal Tax Return.If you have already created a Federal tax return, open the taxpayer for which you wish to file a State Tax Return.At the top left is a drop-down Add a State or Extension, simply click on which state you want to add to the return. 

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Software Launch Failure fix

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Posted on 2022-09-22

If, after downloading the software (for example, Tax Year 2021) to your computer’s “desktop” screen; you left-click twice on the icon to “launch” the software and get an error message similar to the partial screenshot below, taken from the top of the message, then the text circled in blue depicts the “path” to a computer file named user.conf...

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Changing User Passwords

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Posted on 2022-09-19

To change a user password, open the Manage tab; observe that “Users” (highlighted in blue by the software) is the default; select the user needing the password update, and ensure all essential information is reflected in the lower pane (see example below); delete anything in the Password box; enter your new password in both the Pass...

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Add a User

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Posted on 2022-09-14

To Add a User, first open the Manage tab;observe that “Users” (highlighted in blue by the software) is the default;and select Add.In the lower pane, select the correct Role from the menu and enter the mandatory data (indicated in red) and all other pertinent information (sample provided below)...…and then click Save. ...

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Adding a Return from the Intake Form

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Posted on 2022-09-09

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Password Reset

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Posted on 2022-09-04

From the Login Screen press the Reset Password button.After clicking the Reset Password button your internet browser will open to the screen below.  Enter your username and year you are resetting and click the Reset Password button. Check your spam folder if you do not see the email.    After entering your username and year you will receive an...

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Posted on 2022-08-31

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Posted on 2022-08-30

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Adding Direct Deposit to a Paper Return

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Posted on 2022-08-30

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