Instruction Sheets
Recovery Rebate Credit Worksheet
Run Report of Non-Returning Clients
Prepare and e-File an Amended Return in the Desktop Software Program
Run an Acknowledgement Report
Run an Expiring ITIN Report
Configure Your EFIN, Add a Bank App to Previously Created Returns and Verify Fees
Install & Configure the Hosted TaxClient Program
Configure & Use the Remote Signature Software Feature
Configure and Use the Wallet
Helpful Documents
IRS Pub 1345 – Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns (Rev.8-2020)
Software Keyboard Template