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RESOURCES

​STEP BY STEPS
  1. Get Login/Create Password
  2. ​HOW TO START A NEW RETURN
  3. SOFTWARE STEP BY STEP
  4. How to add a W-2​
  5. How to add a dependent​
  6. How to complete dependent due diligence
  7. How to complete Due Diligence - 8867​
  8. How to add AUDIT PRO
  9. How to add the COUPON
  10. How to add the ADVANCE​​​
  11. QUOTING PREP FEE​​
​SIGNATURES
  1. SETTING UP THE PORTAL ACCOUNT SO CUSTOMER CAN SIGN REMOTLY
  2. SENDING THE REMOTE SIGNATURE REQUEST ​
  3. USING THE SIGNATURE PAD IN THE OFFICE
​​WORKSHEETS
  1. Tax file checklist​
  2. Itemized-Schedule A
  3. Truck driver per diem
  4. Auto Expense- Mileage
  5. Rental Income
​TAYPAYER WORKSHEETS
  1. Taxpayer Info Sheet
  2. Dependent Info Sheet
  3. Taxpayer Due Diligence
  4. Dependent Due Diligence
  5. PRINT PAGES 1-4
​AUDIT PRO
  1. Audit Pro Agreement​
  2. Audit Pro Info and Bonus
  3. Audit Pro FAQ's

​MISC HOW TO:
  1. FORM 1098T ​How to add Educational Credit 8863​
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
INNER OFFICE
  1. Desk Reference​
  2. Good funds letter
  3. Tax File Checklist
  4. Tax Log
  5. Amendment fax cover
  6. Prior Year FAX COVER​










ATS REWARDS

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  • Home
  • Certification
  • Worksheets
  • STEP BY STEP
  • Resources
  • COPY