Dashboard

18 STEPS

1. The first step is to open TAX HOUND and you will be on the Dashboard. You can click in the boxes at the top for a list related to the box. For example, click Returns for a list of all returns.

2. Click Dashboard to return to the Dashboard

3. The Message Board will provide you with valuable information about the software and the tax industry.

4. The Reject Summary will give you a brief overview of rejected returns. Click the linked Number for a detailed view.

5. The Daily Return Summary will give you a running count of the returns done each day.

6. The Efile Summary will show you the yearly total of the Efile status of your returns.

7. Click Clients to access the Client List.

8. Click EFile (if your account permissions allow) to access the EFile list.

9. Click Scheduler to access the appointment scheduler.

10. Click Letters to access client letters and emails.

11. Click Reports (if your account permission allows) to run a variety of reports.

12. Click Tools to access prior year import and the estimator tool.

13. Click Dashboard to return to the dashboard.

14. Click ✉ View Text Messages to access a list of sent and reply text messages.

15. Click Login prior year to access prior years of the software.

16. Click Quick Account Setup (if your account permissions allow) to access the most common setup configurations.

17. Click Close

18. That’s it. You’re done.