Tax Assistant Tutorial
Intro
Tutorial outlining how to create and prepare tax returns and forms.
Transcript
Chapters:
- Main screen
- Creating new client
- Opening tax return
- Rolling over tax return
- Navigating and completing return
- Tax estimate
- Validation
- Changing status of return
- Printing tax returns
- Emailing return
- Amending return
- Transferring data between returns
- Creating relationship
- Annual taxation statement
- Copying return
- Import from ledger
- Restoring data