Preparer Training Videos | Knowledge Base
Preparer Training Videos
How to Use the Taxes to Go Mobile App
How to Apply For Bank Products and Cash Advances
How to Select Cash Advance
Schedule C and 1099-NEC
8867 - Preparer Due Diligence Checklist
Completing The Tax Return - Overview
Switch Return to Spanish
Mark Return For Review - Approved or Failed
Reviwer Approve or Fail Return
Schedule - A - Mortgage Interest 1098
Schedule - A - Medical Expenses
Schedule - A - Cash Gift to Charity
4684 Casualty Loss
Rejects - Locate, View and Fix
Return Tags
Selecting Bank Option
Preparation Fee Modification
Quick Refund Calculator
Homescreen Overview
Logging In Password Reset
Application For Extension
Amended - Accepted Client Return
Amended - Fixing Another Offices Errors
8867 - Due Diligence
8863 + 1098T Education Credit
1095A - Healthcare Reporting
Child Care Credit - 2441
Depreciation Navigation and Entry
Car and Truck Expense
Schedule E- Navigation and Entry
Schedule D- Navigation and Entry
Schedule C - 1099 NEC
Schedule B - Navigation and Entry
Schedule A - Basic Navigation
W-7 ITIN Application
W-2 Input
Customer Portal - Client Portal
Branded Mobile App
Paperless Office
Return Navigation Adding Forms
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