Online Program

Errors

• Entering punctuation in the Software
• Enabling compatibility mode in IE
• "Not a Licensed User" When Logging In
• E-File Validation Errors

E-Filing

• Checking the status of e-filed returns
• Sending State-Only E-Files
• Send Failed
• Clearing Sent e-files
• E-Filing in the Software - VIDEO INCLUDED

Setup

• Adding Interest and Dividend Statements to Templates
• Custom Admin Message
• Preparer Information for Online
• Making Prep Use Fields required in the Software
• Print Sets
• Forms not staying in templates

See all 17 articles

General

• Mobile Addon for Online
• Using Capital Gains Worksheet with 8949 and Sch D. in Online
• Linking Forms in the Online Software
• Import Documents to the Online Software - W2 & 1099M
• Using E-Signature
• Turning off Internet Explorer Protected Mode

See all 24 articles