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Learning Center

How to Software Guides
These are detailed step by step
​​guides on how to enter things in the
software.
Software step by step       .
Portal step by step           .
APP step by step - Store    .
App step by step - Customer
start a new return           .
Add a Dependent               .
add a w-2                          .
add Form 8867                   .
add bank product & File    .
1099nec Self employment   .
Form 8863 (1098T)              .
check advance status       .
print a check                    .
Practice Problems
Monthly
​Practice Problems
advanced
​Practice Problems
IRS Information
irs due diligence
irs compliance   .
Flow Charts
What is the Correct
filing Status?
Can This Dependent
be claimed?
2022 New Hire Training
PTIN Steps                    .
NEW HIRE STEPS             .
tRAINING PRESENTATION  .
sTART A NEW RETURN      .
ADD BANK PRODUCT & FILE
2022 DM Updates
Jan. 6 Call
Jan. 13 Call
Jan. 20 Call
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