Category Archives: Tax Software
General steps for completing and e-filing a return.
1. Start the new return Log in to your account using the username and password you...
Can I use the same username and password that I use for the Pro Dashboard?
You will receive a different Username and Password for the Tax Software. For security purposes,...
How do I View and Print forms once I have submitted a return?
Choose the year of the return you need to access, then there will be a...
I am getting an error when I try to print my forms.
You can view and print your forms by logging onto our website from ANY computer...
How do I correct a rejected return?
Once logged in, you will see an E-File Rejection Code Summary. Click “Save and Continue”...
How do I apply signatures to a tax return?
Please refer to our Sign Pad tutorial video.
How do I start a new Tax Return?
To create a new return you will go to main Tax Software Page. Use the...
What are the EPS bank options? (PDF)
To ensure that fees are automatically deducted from the refund amount, it is essential to...
How do I obtain or renew my IRS PTIN?
Please visit IRS.gov to obtain or renew your PTIN.
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