First Time Login

 

 

Homescreen Navigation

 

 

Start A New Return

 

 

Filing Status Selection

 

 

Personal Information Entry 

 

Dependent Entry Screen

 

 

Client List Search Option

 

 

Branded Mobile App

 

 

Quick Refund Calculator

 

 

Going Paperless

 

 

Carry Forward – Prior Year Client

 

Adding Forms – Return Navigation

 

Add Bank Product -Efile Page

 

Submission Page – Mark For Review

 

Customer Portal – Client Portal

 

Review Return Work Flow

 

W2 Input

 

 

Sch-C and 1099-NEC

 

 

Child Care Credit – 2441

 

 

8867 – Due Dilligence

 

 

8863 – 1098T – Education Credit

 

1095A – Healthcare Reporting

 

Schedule A – Basic Navigation

 

Schedule A – Navigation and Entry

 

Schedule B – Navigation and Entry

 

Schedule E – Navigation and Entry

 

W-7 ITIN Application

 

 

First Time Home Buyer Credit – 5405

 

Depriciation Navigation and Entry

 

Car and Truck Expense – Mileage

 

Amended – Fixing Another Offices Errors

 

Amended – Accepted Client Return

 

Application For Extension