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Direct Deposit
The DD screen allows you to set up direct deposit into a taxpayer’s account by the IRS, state, and some city departments of revenue.
Other videos in this category:
Data-Entry Navigation
Imports and Exports
Tax Topics
STEX screen
Learn how to prepare some or all of your state extensions, by using the STEX screen.
Affordable Health Care Act
Learn how Minimum Essential Coverage, exemptions, and the Individual Shared Responsibility Payment impact tax preparation.
Roth Distributions and Rollover
Enter most retirement income information – such as data related to Roth distributions and rollovers – using the 1099, 8606, and Roth screens.
