General steps for completing and e-filing a return.

• Log in to your account using the username and password you created.
• Create a new tax return for the appropriate tax year.

• Enter the taxpayer’s information, including personal details, income, deductions, and credits.
• Enter data by either using the interview-style mode or direct input mode.

 

3. Upload the documents

• Merge the client documents in a single PDF using our PDF merge tool and thenuplaod to tax return filing.

• Include (Drivers License, Income Documents, Proof of Business Expenses, Declarations, etc.)

• Add Form 8879 (IRS e-file Signature Authorization) by searching for it within the return.
• Choose between e-filing with a practitioner PIN or a self-select PIN.
• Click the “Verify and Complete” buttons to run a diagnostic check. The software will detect any errors in the federal and state returns.

• After the diagnostics are clear, confirm the return is complete, ready for review, and ready for e-filing. You must answer “yes” to these questions to proceed.
• If applicable, determine how the taxpayer will receive their refund (direct deposit, paper check, etc.).

• Add a new invoice to handle the preparation fee.
• Select the payment mode: “banking” for refund transfers or “non-banking” for cash, check, or credit card.
• Enter the payment details and mark the invoice as complete.

• From the “Manage Return” section, find the e-file options.
• Select the federal and/or state returns you wish to file.
• Click “Transmit now” to send the return immediately, or “Add to Q” to transmit in a batch later.
• For SB shared efin you will need to mark the return for review. Your SB will then review and transmit to the IRS.

• Check the status of the transmitted returns in the “E-file” section of the software.
• If a return is rejected, you can remove it from the queue, make the necessary corrections, and retransmit it