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Glossary | Contact Us |
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Showing: 1-6 of 6
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Can I E-file past year's returns?
No, the IRS will only allow you to e-file current tax year returns. All others will have to be mailed in.
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What types of Bank Products can I offer my client?
First Advance Refund Anticipation Loan (IRAL) - Instant Loan, no upfront fees
Qualified clients can get a check before leaving your...
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How can I print Form 9325 after the tax return has been filed?
From the Main Menu select:
Reports
Print Form 9325
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How do I change or update Declaration Control Numbers (DCN)?
To update or change the range of DCN numbers being used by PTS Tax, from the Main Menu, do the following:
Select Configuration
Select...
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How do I mark returns as self-prepared for electronic filing?
From the Client's 1040 Menu:
Select Mark Return Electronic
Verify that the correct EFIN shows on the screen
Select the Type of...
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What do the letters "I", "F", "B", and "N" on an IRS acknowledgment report indicate?
These letters are IRS Debt Indicator codes, and they indicate whether the taxpayer has any outstanding debt. If the taxpayer has a "I",...
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