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RESOURCES

​TAYPAYER WORKSHEETS​
  1. Taxpayer Info Sheet
  2. Dependent Info Sheet
  3. Taxpayer Due Diligence
  4. Dependent Due Diligence
​​ADDITIONAL WORKSHEETS
  1. Tax file checklist​
  2. Itemized-Schedule A
  3. Schedule C 
  4. All Additional Worksheets​
INNER OFFICE
  1. Amendment Fax Coversheet
  2. Prior Year Fax Coversheet ​
  3. Desk Reference​
  4. Good funds letter​
  5. Promotions
​​STEP BY STEPS
  1. Login/Create Password
  2. Software Step by Step​
  3. How to add a dependent​ and complete dependent due diligence
  4. How to complete due diligence- Form 8867 ​
  5. How to add Audit Pro ​​​
  6. Quoting Prep Fee
  7. ​How to print a check​​
​SIGNATURES
  1. Setting Up Portal/Tax Account
  2. Sending Remote Signature Documents​
  3. Using Office Signature Pad
  4. ​Signature Pad Setup
​​FLOW CHARTS
  1. Can this dependent be claimed?
  2. What is correct filing status?
  3. EIC Chart​​
IRS INFORMATION
  1. Where is my refund
  2. Paper mailing address
  3. ITIN Info
​AUDIT PRO
  1. Audit Pro Agreement​
  2. Audit Pro Info and Bonus
  3. Audit Pro FAQ's
ATS Rewards
  1. How to Login
  2. Website







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  • Home
  • Certification
  • OFFICE RESOURCES
  • COPY