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TBM Software Training Videos

Part of a variety of training options to help you and your staff learn
about our software and take advantage of all the great features!

Playlist

22 Videos

1040 Tax Return Interview Mode

17:39

1065 Return Walkthrough

10:42

1120 & 1120S Return Walkthrough

13:06

Creating A Billing Schedule

7:50

Due Diligence Settings (Tax Return Audits)

4:57

ERO Preparer Setup

5:30

How to Check Status of a Tax Return

8:26

How to Create & File an Extension

1:36

How to Print Checks in the Program

5:32

How to Restore a Deleted Return

2:08

How to Schedule Transmissions

3:00

How to Transfer a Return

3:34

Updating the 1040 Tax Program

4:28

How to Use Remote Signature

2:49

How to Use TextLink Plus

4:27

Identifying Returns With Unemployment

4:44

Login Accounts and Access Levels

6:52

Paperless Office

11:44

Printer & Printing Packet Settings

11:21

Setting COVID “Look Back” EIC ACTC and Form 7202 Validation Checks in the Desktop Software

4:46

Software Walk-Through of New COVID Relief Provisions for TY2020

14:02

1040 Online Software Overview

7:46

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