How to Use your Tax Software

Here you will be able to explore several Software features in order to become more familiar.  


Please use below Support Articles as needed. 

Creating Payers and State ID: 

How-to-Create-Payers-Enter-State-ID

Creating Recipients (Payees):

How-to-create-Recipients

Creating a Tax Form:

How-to-create-a-Form

Creating Back Up File & Restoring Data (Note: It is highly recommended to back up):

How-to-Backup-Restore-data

Importing previous Year data (Note: Software does not skip years when importing): 

How-to-import-Prior-Year-Data-after-installation

Printing various Tax Forms including Transmittals: 

How-to-Print-Forms-including-W3

Electronically Filing (E-File) Tax Forms:

How-to-EFile-Forms-through-Tax-Software

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