General
- What is my PIN, IP PIN, and EFIN?
- CEGsoft secure and compliant, with SOC 2
- What can I do if I want to change my company name or some account information?
- What does "Clear list" means?
- I just bought the program, now what do I do?
- How can I submit a help request?
Expert Tax Account
Expert Tax Cloud
- From what tax year can I use and import files to Expert Tax Cloud?
- How can I activate Payroll and Withholdings service for individuals or corporations in cloud version?
- What is the E-File App and how can I see it?
- What are the benefits of using Expert Tax Cloud?
- Which browser should I use?
- How many customers can I create?
Individual
- How to amend federal returns?
- How do I set up the Global Preparer?
- When a form is amended in the program, can I see a history of the previous return?
- From what year can I electronically file the returns?
- How can I file the Over 65 Tax Credit (Form 481.1)?
- Is there any limit on federal filing (1040US, 1040PR)?
Corporation
- What can I do if I have to file a 480.2 or 480.2EC in paper?
- How is the 480.6EC filed within a Pass-Through Entity return?
- Where can I include the bank account in form 480.2 so that the refund can be applied?
- What do the alerts that come out in "the little bell" mean?
- What is Trial Balance?
- Why I can't find the code REGCORP when filling a 480.2?
Payroll
- What do I need to file 941, 940, 943, 944 forms?
- How can I use Sage/Peachtree with Expert Tax?
- Can I change or edit the W2 confirmation number after saving it if I put a wrong digit?
- Options to create W2 and their differences
- Where can I view the employee Paystub?
- How is Hacienda's tax withheld calculated?
Withholding
- What is the file limit in a text file?
- What is "Batches"?
- What is the difference between an open, registered and void invoice?
- How to transfer information to a 480.6C?
- How can I get assistance with Text File errors?
- How can I amend 480's?