Tax Hound Preparer Course

Accessing Tax Hound Online

1 Topic

Creating a Desktop Shortcut

Login and Security

1 Topic

How to configure 2 step authentication

2 Topics

Accessing Business Returns

Accessing Tax Hound Support

3 Topics

Create A New Return For A New Client

Import a prior year client (Proforma)

Open Existing Client Return

Preparing A Tax Return

14 Topics

Personal Information Sheet

Additional Information

Adding Dependents

Adding A W2 Form

Completing A Schedule C

QBI Deduction (Form 8995)

EIC Due Diligence (Form 8867)

Recovery Rebate Credit

Prior Year Earned Income Election (2019)

Adding A State Return

E-File Signature Authorization (8879)

Verifying and Completing A Return

2 Topics

Scanning Documents

Uploading Documents

6 Topics

Capturing Signatures On A Sign Pad or Mouse

Sending Remote Signature Request via Email

Taxpayer Remote Signature Process via Email

Sending Remote Signature Request via Text (SMS)

Taxpayer Remote Signature Process via Text (SMS)

Verifying Remote Signature

3 Topics

Exporting to DM Docs

Emailing Tax Return to Customer

Encrypted Tax Return Password Information

2 Topics

Recording Non-Bank Payments

Processing A Bank Product Application

MyTaxOffice Mobile App

1 Topic

EFiling An Amended Retuirn

Accessing Prior Years Software

Tax Law Updates for Tax Year 2022

Uploading Documents

Tax Hound Preparer Course DM Docs Uploading Documents

7 STEPS

1. The first step is to open Tax Hound then open the Client Manager for the taxpayer you want to upload documents to and click DM Docs.

Step 1 image

2. Click Upload Document

Step 2 image

3. Enter a Description of the document

Step 3 image

4. Select the Type of document

Step 4 image

5. Click the browse button.

Step 5 image

6. Find the document on your computer and then Click Upload Document.

Step 6 image

7. That’s it. You’re done.

Step 7 image

Here’s an interactive tutorial

https://www.iorad.com/player/1895048/Tax-Hound-Online—How-to-upload-documents-to-DM-Docs

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