How to use StatusSync to simultaneously update the filing status of all the tax returns in the program

• Related Articles

• How to create and add a user-created tax preparation status to a tax return

  SUMMARYThis article demonstrates how to create and add a user-created tax preparation status to a tax return. This article may be useful if you want to use a custom made tax return status to a tax return. Changing the status will change the ...

• How to backup returns in the program

  SUMMARYThis article demonstrates how to backup returns in the program. The regular backup of returns is essential to avoid loss of information in the event of hardware failure. In the program returns can be backed up using the Backup Returns feature. ...

• How to electronically file the federal and state tax returns

  SUMMARYThis article provides instructions on how to send both the federal and state tax returns with a single transmission in the program. MORE INFORMATION Add and complete Form 8879. From within a return, click the Transmit button. Note: The program ...

• How to hide locked tax returns created by other users in the program

  SUMMARYBy enabling Return Owner Locking in the program, tax returns created by other users can be hidden in the tax return list. Users other than the creator will not see or be able to open the locked tax returns. Three access level permissions must ...

• How to use Tax Estimator to quickly estimate a taxpayer’s potential refund or taxes owed

  SUMMARYThis article demonstrates how to use Tax Estimator to get a quick estimate of a taxpayer’s potential refund. MORE INFORMATION To print a Tax Estimator: From within a tax return, click Tax Estimator on the Return menu. the program takes you to ...