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