Clients
3 Topics
Preparing A Tax Return
14 Topics
DM Docs
2 Topics
Signature
6 Topics
View/Print
3 Topics
Transmit
4 STEPS
1. The first step is to open the Client Manager and click Transmit Now.
REMINDER: The tax return must be marked complete and reviewed to be transmitted. The CLIENT PAYMENT must also be complete with no balance due.
2. Click the tax return you want to eFile. 1040 and/or state tax returns
3. Click TRANSMIT NOW
4. That’s it. You’re done.
Here’s an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
https://www.iorad.com/player/1896931/Mytaxoffice—How-to-untitled-task-name