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What Are The Minimum System Requirements To Run the PTS Tax Program?
We recommend the following as minimum requirements for your computer system:
At least a Pentium II processor with 128 megabytes (MB)...
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How Do I Pull Client Information From A Previous Year?
When you enter the Social Security Number of a previous year's client, the program will ask if you wish to "Create a New Return Using the...
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Network Setup
Follow these steps below to setup the PTS Tax Network:
Transmitting Computer Setup
Step 1: Make sure the Transmitting...
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How Do I Setup The Declaration Control Numbers (DCN)?
Declaration Control Numbers are unique numbers that are assigned to every e-filed tax return. The DCN can never duplicate a previously e-filed...
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How Do I Setup A Password For Configuration?
Configuration can be setup so a password is required to gain access to the settings. Select Configuration - Advanced Configuration -...
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PTS Tax Network Overview
PTS Tax
Setting up the PTS Network takes only a few moments if your office network is already working properly.
Please note that if your...
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How Do I List My Clients In Order By Name And Not SSN?
The default method for listing individual clients in PTS is in SSN order. If you would like to have your clients sorted by name, select 'Tax Returns'...
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