Tax Software

As an IRS authorized e-file provider, we here at 1040taxbiz take pride in offering you a user friendly software. We will go thru step by step training including entering personal information, dependents, income (W-2 to self-employment), deductions,…

Courses in this category:

Dash Board and Client Manager

Infomation tabs to you when you open the software

Scheduler

Keep track of your appointments

Letters

Informational and keeping in touch with the client

Bank

Where it shows printed and non-printed checks

Tools

Quick go to tools to help in preparing the return

Entering a Return

Interview or Direct imput. Learn which is the best for you.

Bank vs Efile

Paying  you up front or taking payment from refund

Invoicing

Making sure you have a completed invoice

Signatures

Forms 8879, 1040 and state 8879 all need to be signed.

Uploading Documents

What documents are needed and how to upload them.

Printing a Return

You have different options on printing out tax returns.

Ready to Review

 When return is completed and ready to transmitt, you need to let us know

Rejections

Unfortunately returns get rejected, how to find out the rejected code and fix.

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