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Firm Setup

Enter information about your firm prior to processing tax returns.
Other videos in this category:
Preparer Setup
Grant preparer status to office staff who will be preparing tax returns. [CC]
ERO Set Up Screen
Follow these instructions to complete ERO setup to begin filing returns electronically.
Macros
Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return. [CC]