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MOBILITY FEATURES TO KEEP YOUR OFFICE RUNNING

Stay connected to your clients even when you are not at the office. Work anywhere, anytime, on any device. To learn how to use Offline Mode, MyTAXPortal, and our other mobility features, click here.

NEWS

IRS Phases Out Refunds by Paper Check

2026 Tax Calendar: Key Deadlines at a Glance

HUB Testing for TY2025 Starts Thursday, January 15, 2026

Important IRS Filing Dates Announced

Introducing Non-Refund Transfer Fast Forward

Introducing PurePay: Fast, Easy, Fully Integrated Payments Inside MyTAXPrepOffice

IRS to Phase Out Paper Refund Checks

SBTPG Bank Enrollment Now Open

Enrollment for EPS and Refund Advantage Now Open

Back Up Multi-Factor Authentication Methods

One Big Beautiful Bill Act – Expanded Deductions for Seniors and Workers

Refundo Enrollment is Now Open

Tax Year 2024 Conversions Now Available

SBTPG SPA Applications Now Open For TY 2025

LEARN MORE
Training (118)
How is a return prepared for paper filing?
How to start an Individual Tax Return?
How do I clear site data (cookies & cache) from my Google Chrome Browser?
What is the E-File Status / Quick Return Search?
How can I access an Online Tutorial for the Dashboard?
How do I print an E-File Confirmation Letter?
Can I send taxpayers their e-file information via SMS?
When will my state forms be available?
How do I delete a return?
How to File Federal Extensions for Business Entities Using Form 7004?
How can I archive a tax return?
How can I import MyTAXPortal responses into the return?
How do I change my password?
How do I transmit only federal return to the IRS electronically?
How do I use a bank product?
How do I print a return with MyTAXPrepOffice?
How can I manage my license and renew my software plan?
How do I enable permissions for AnyDesk on a Mac?
How do I verify, agree to the balance, and utilize my Add On Fees?
How to Use Form 8453.
What is a Conversion?
Are there keyboard shortcuts within MyTAXPrepOffice?
How do I fill in Form W-2?
How do I opt-in to TPG’s Fast Cash Advance (FCA) Program?
How do I download all documents uploaded to the MyTAXPortal by my client at once?
How to Setup the Theme Preferences?
How to access your Application Summary on the IRS website?
How do I add a Dependent?
Refund Transfer and Related Fees for Refund Advantage
What is a Personalized Link in the MyTAXPortal Settings?
How do I send a return to the taxpayer for review using MyTAXPortal?
How can I reset returns for editing?
When are Add On Fees available?
Workaround for the client portal logo to show in the MyTAXPortal settings window.
How to Download AnyDesk to Start Screen Sharing
How are Add On Fees calculated?
How do I complete the Tax Year 2022 EPS ERO Enrollment Application?
How to Navigate the Return Workspace?
How to capture the Taxpayer and Spouse's Digital Signatures?
Earned Income and Earned Income Tax Credit (EITC) Tables
Where do I find information about states approved for e-filing?
How do I complete the Tax Year 2022 Santa Barbara TPG ERO Enrollment application?
What is Instant Form View?
Frequently Asked Navigation Questions
Helpful Web Links
How to Perform a Review?
How do I Create a Custom Role?
How to Convert ATX Returns for All Years?
What is the Additional Transmission Fee (Add On Fee)?
How do I setup the Offline Preferences?
How do I resolve a rejected return?
How to Understand the Bank and Pre-Ack Status?
Can I cancel a bank product after the return has already been accepted?
How do I delete a form?
How do I transmit a return to the IRS and/or State electronically?
Does MyTAXPrepOffice have Print Packets?
How can a taxpayer upload a document through MyTAXPortal?
How to fill in Form 1099-MISC?
How to complete Form 1099-R?
Understanding After-the-Fact Payroll Forms
How to Convert a Microsoft Word Document to a PDF?
How to Pay Using a Debit or Credit Card
How do I add a form to a return?
How do I create an invoice/price list?
How do I invite a client to the MyTAXPortal?
How do I request a remote signature through MyTAXPortal?
How can I receive Notifications for activities in the MyTAXPortal?
How do I make Estimated Tax Payments electronically?
Understanding Disabled Spouse Tax Benefits
How to do I enter Return Notes?
How is the 'Income' column (c) 'Qualified Dividends' on Line 1 under 'Distributable Income for Schedule(s) K-1' of Sch K1 Wkst (1041) populate from Form 1041?
How do I print a federal and state return with MyTAXPrepOffice?
How do I import a Schedule K-1 (Form 1065) into a 1040 return?
How to report a foreclosed rental property.
How do I open a return from the Return List?
How do I restore a return that has already been backed up?
How do I activate Instant Form View on another device?
How does the taxpayer use MyTAXPortal?
How can the taxpayer send the Signature Remotely when an EPS or Refund Advantage Bank Product is used?
Understanding the Notifications Feature
What is a Branded URL in the MyTAXPortal? How does it work?
How do I complete Form 1099-R?
What is Comparison Help?
What are IRS Alerts/Messages?
How do I complete my Firm Setup?
How to resolve IRS Name and SSN mismatch rejections?
How can I fix an incorrectly created New User account?
What are "After the Fact" payroll forms, and why are they important?
How to capture an ERO/Tax Preparer's signature using the MyTAXPrepOffice Signature Pad App?
How do I clear the cache only for MyTAXPrepOffice?
How do I add a document, statement, or attachment to be e-filed with a return?
Can a return with a W-7 be E-Filed?
Internal FAQ- Call Escalations: Handling Supervisor/Manager Request Calls
How do I customize the Dashboard?
What is a W-7?
How do I add the sample returns into the software?
When I e-file a Federal Extension, are state extensions e-filed automatically?
How to make entries on the “Vehicle Depreciation Wkst”?
What information do I put in Form W-7 line 6d column Description?
How do I Proforma? (Tax Year 2022). How can I load information from previous Year return?
Is there a way to print just one credit form from GA Form IND-CR?
How do I approve a remote signature so it can load into the return?
How do I log out of MyTAXPrepOffice?
How can I amend an accepted 1040 return that I did not e-file?
How do I add Schedule E to the 1040 return?
How do I switch from Forms Mode to Interview Mode?
What is a Form 709 Tax Return?
How can I view the E-File Status List?
Can I scan or import W-2 information into the return?
How do I know if a child qualifies for the Child Tax Credit?
Introduction to MyTAXPrepOffice
Refund Transfer and Related Fees for EPS
How to add a state return?
How to Select a Dependent Type?
How do I backup my returns?
What is Proforma?
Refund Transfer and Related Fees for SBTPG
How do I switch from Interview Mode to Forms Mode?