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 panel and on the instruction tab of the template. Updated 11/4/2024
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Schedule 5 This document provides detailed screenshot instructions for completing schedule 5 in your return.
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Video! How to use webforms to create a tax return The video provides a visual and audio walk-through; helpful even after four years! Please disregard the instructions for ASCII file uploads as we no longer support that format.
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