Setup
General Setup of the tax program
- Add/Create New Users in Online Software
- Carryforward in Online
- Client Letters with Templates to use - VIDEO INCLUDED
- Creating a Desktop Shortcut for the Online Software - VIDEO INCLUDED
- Customizing the Mobile App
- First Time Login
- Gannon Online Print Sets - VIDEO INCLUDED
- Log in using 2-Step Verification
- Preparer Information for Online - VIDEO INCLUDED
- Resetting Your Online Password
- Return Templates
- Setting Up & Aligning Printer in Online Check Printing - VIDEO INCLUDED
- Template Carry Forward - VIDEO INCLUDED
- Using Return List for Customized Reports