The Navigation Page is the first page you see when you enter the return.
The following tasks are accessed from here:
The following tasks are accessed from here:
- Begin a New Return
- Edit a Return in Progress
- Add a State Return
- Federal/State Amendment
- Federal Extension
- Get eFile Status
- Print Completed Forms & Documents (Tax Return(s))
- Upload Documents
- Get Customer Service
- Free - Secure Email
- Paid - Phone Support
Account Maintenance:
Edit Bank Product Application - Once the Federal Return is Filed, the Bank Application is unavailable to edit within the return. To enter the Bank Application use this link.
Resubmit Bank Product Application - When edits have been made to a Bank Application, resubmit by clicking here. Banks have specific guidelines that must be followed for resubmitting bank applications. Contact your bank for more information.
Edit Taxpayer Permissions - Email your Client a link to their return. Choose if they can View Only, View and Print, or allow them to make changes to the return. These can be changed at anytime.
