Table of Contents

Chapter 1 – Login and Passwords

  • Login
  • Retrieving Your Username
  • Resetting Your Password
  • Authenticating a new computer

Chapter 2 – Configuration Menu

  • Office Setup
  • ERO Setup
  • Preparer Setup
  • Adding Preparers
  • Login Setup
  • Fees Setup
  • Custom Fees and Discounts
  • Security Templates Setup
  • Creating Security Templates
  • Assigning Security Templates
  • Questions Templates
  • Adding Custom Questions
  • Print Setup
  • Predefined Print Sets
  • Create a Custom Print Set
  • Setting up Return Tags
  • Filtering Returns Using Return Tags

Chapter 3 – Working with Reports

  • Reports
  • Searching and Sorting
  • Printing
  • Exporting

Chapter 4 – Tax Returns

  • Starting a New Tax Return
  • SSN Entry
  • Pull Prior Year
  • Filing Status
  • Personal Information
  • Dependent/Qualifying Child
  • Federal Section
  • Income
  • Wages
  • State and Local Refunds
  • Interest and Dividend Income
  • Tax-Exempt Interest Income
  • Seller-Financed Interest
  • Foreign Earned Interest
  • Exclusion of Interest
  • Form 8815
  • IRA/Pension Income
  • SSA—1099
  • Unemployment Income
  • 1099-MISC
  • Schedule C
  • Schedule E
  • Schedule K-1
  • Deductions
  • Adjustments
  • Credits
  • Payments and Estimates
  • Miscellaneous Forms
  • Application for Extension
  • Health Insurance
  • State Section
  • Summary / Print
  • Due Diligence
  • E-Filing

Chapter 5 – Client Search - Tools

  • Client Search
  • Scan Documents
  • Email Return
  • Client Status
  • Privacy Settings
  • Change Preparer
  • Deactivate
  • RevieReturns

Chapter 6 – Miscellaneous Features

  • Check Printing
  • Prior Years
  • Adding Taxpayer Notes
  • Message Center
  • IRS Web Sites
  • Opt Out of E-Filing
  • Amended Returns
  • Tools
  • Consent to Use / Consent to Disclose
  • Form 8822