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STEX screen
Learn how to prepare some or all of your state extensions, by using the STEX screen.
Other videos in this category:
Data-Entry Navigation
Imports and Exports
Tax Topics
PINs
Review the setup and data entry required for using a PIN signature.
Form 1099K
IRS Form 1099-K, Payment Card and Third-Party Network Transactions, is an IRS information return used to report certain payment transactions to improve voluntary tax compliance.
Identification Screen (IDS Screen)
Due to IRS Security Summit initiatives designed to help prevent identity theft, the IDS screen is required on every individual return for e-file.
