Training Materials & Resources
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Excel Template Use this template to create an upload file that will transfer data into your return. Find instructions under the System Navigation page and on the instruction tab of the template. Updated 11/4/2024
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Schedules This document provides detailed screenshot instructions for completing each schedule within your return. |
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Video! How to use webforms to create a tax return This video provides a visual and audio walkthrough; helpful even after four years! |
