Dashboard

Change Application:  

Click 1040 to open the drop-down menu.  Choose from:

-Business Tax

-1099 & W-2

-1040

-1040 (Training)

Tax Year: 

Click on the year to open the drop-down menu and select applicable year.

Privacy Mode: 

Check this to hide your clients personal information.

Quickstart New Return:  

• 1. Enter your clients name and SSN number.  

  2. Select "Start Return". 

This can be used to open both new client returns and client returns that have already been added. Both the name and SSN are required .

All Returns:  

Multiple viewing options available, Click the triangle to choose between:

-Accepted Tax Returns.

-Rejected Tax Returns. 

-All Returns (Default). 

Filter: 

Quickly find the client you need by entering details into the filter field.