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Step by Step Guides

How to Software Guides
These are detailed step by step
​​guides on how to enter things in the
software.
Get Login/Create Password
Software step by step
APP/Portal Setup
App/Portal Signature
start a new return
Add a Dependent
add a w-2
add Form 8867
add bank product & File
print a check
reprinting a check
Form 8863 (1098T)
1099nec Self employment
Flow Charts
These are detailed flow charts to help you determine certain tax situations.
​
Can This Dependent be claimed?
What is the Correct FILING STATUS?
EIC Chart
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  • Home
  • Certification
  • Worksheets
  • STEP BY STEP
  • Resources
  • COPY