Tax Software

Part 1 - Getting Started
Chapter 1: Introduction
1 Topic
What’s New for 2020
Chapter 2: Program Setup
Chapter 3: Multi-Office Management
Part 2 - The Tax Return
Chapter 4: Preparing and Filing the Personal Tax Return
Chapter 5: Preparing and Filing the Business Tax Return
Chapter 6: The Tax Return Tools
Part 3 - Work In Progress Summary
Chapter 7: Administrative Tools
Chapter 8: Utility Menu
Chapter 9: Reports
Chapter 10: Help Menu
Glossery / Appendix
Appendix 1: IRS Information
Appendix 2: States with E-Filing
Appendix 3: Status Codes
Appendix 4: Supported Federal Form for Personal Returns
Appendix 5: Keyboard Shortcuts
1 Topic
Function Keys
Appendix 7: User’s Guide
5 Topics
Daily Things to Do
Types of Services
Preparing the Personal Tax Return
Presenting the Check to the Taxpayer
Customer Relations
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Chapter 10: Help Menu

Tax Software Chapter 10: Help Menu
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