Chapter 1: Introduction

A well-prepared staff is essential to ensuring a successful tax season and satisfied clients who will return again next year. Please be sure to finish the Setup portion of this Manual before the tax season begins. Also, ensure that all staff members who will be using the program are familiar with the software and are prepared to support your clients. This Manual includes thorough directions to guide you through Setup and all other tasks, along with a helpful Appendices, Glossary and Taxpayer Questionnaire.

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