Using Desktop’s What If mode you can compare two scenarios such as Married Filing Joint vs Married Filing Separate. Find this option by opening a...
In Desktop you can compare two different tax scenarios!
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What the underline colors represent in the Online software?
Those different colored underlines in the Online software actually have some significance! The different underlines will tell you important things...
Return Templates for Online
You can easily create return templates that fill your personal and office information every time you create a new return. This also includes any...
You can change the form/text size in the Desktop software!
Have you ever opened a return in the Desktop software and squinted at tiny text? Fear not! Navigate to the View menu to resize your Form Tax Size....
Your state returns do not send at the same time your federal returns do!
Have you ever sent a return and wondered why you haven’t received an acknowledgement from the state? It’s important to know that when you submit a...
Where to find Show My Screen
Have you seen this symbol in your software or on one of our webpages? This represents our Show My Screen software that allows our support...
Your Online login information is shared across every year!
When taking advantage of the Online software your Admin login will use the same password in any previous year you owned as your current year. Worry...
You can customize your print sets in Online!
In the Online software you are able to customize your print settings so the forms you want to print are always present. Find this by logging in as...
You can choose to print one form or many forms for each print job?
In the Online software while in a return you should see a printer icon at the top of your Loaded Forms list on the left. Clicking this icon will...
You can use your phone number to securely log into your Online software!
We’ve all seen the 2-Step Verification process where you are e-mailed a short numbered code to log into your software. What if you cannot access...
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Did You Know?
In Desktop you can compare two different tax scenarios!
Using Desktop’s What If mode you can compare two scenarios such as Married Filing Joint vs Married Filing Separate. Find this option by opening a return, then go to File -> “What If” Mode. You will know you are in “What If” mode if the return background is dark...
What the underline colors represent in the Online software?
Those different colored underlines in the Online software actually have some significance! The different underlines will tell you important things about those fields, such as: Red – A missing required entry. Black – An empty field that you may manually enter...
Return Templates for Online
You can easily create return templates that fill your personal and office information every time you create a new return. This also includes any forms that you want to be included in each return. Find this option by signing in as Admin, then go to Administrator ->...
You can change the form/text size in the Desktop software!
Have you ever opened a return in the Desktop software and squinted at tiny text? Fear not! Navigate to the View menu to resize your Form Tax Size. Choose from sizes like 14, 16, 18, 19, and 20 to find your perfect readability sweet spot—no need to fuss with your...
Your state returns do not send at the same time your federal returns do!
Have you ever sent a return and wondered why you haven’t received an acknowledgement from the state? It’s important to know that when you submit a return, the federal return sends first, then once you have received the acceptance acknowledgement for the federal...