General
Website
- How does the multi-year website work?
- How a P-Center with multiple offices can view office info
- How to add employees to my account?
- Where can I find forms?
- Why do I have different dashboards?
- Monitor prep fees with the Fee Summary dashboard
Reports
- How do I run reports?
- Navigating website reports
- Deposit Detail Report Guide
- Pre-Funding Report Guide
- Refund Advance Summary Report Guide
- Refund Returned Report Guide
Other
- Is a 1099 issued to tax professionals?
- How are fees paid?
- PATH Act refund delays
- How do I change my bank account information?
- How can I help clients with IRS 5071c letter?
- How to update notification preferences