Teams & Security
- Teams & Security - Benefits
- Teams & Security - Two-Factor Authentication
- Teams & Security - Set Up Passwords and Privacy Policy
- Teams - Purchase Subscription
- Teams & Security - Configure and Create Teams (Account)
- Expert Tax Portal: Teams & Security - Assign Teams and Users to Clients
Due Dates
General
- Client Import for Expert Tax Cloud
- Import client using PDF of the previous year's tax return
- How to submit a ticket via Help Center
- Expert Tax Support Center
- Expert Tax Cloud - Create New Client / Activate Payroll and Winhholding Service
- Expert Tax Desktop - Updates
Individual
- How to download my W2PR or informative in SURI
- How to fill out the return for taxpayers who qualify for the optional tax under Schedule X
- Transfer information from 482 to 1040PR/1040US
- Expert Tax Individual - Import 480.6EC to Schedule R1
- Expert Tax Individual - Import statements from Excel.
- Expert Tax Individual - Transfer statements to the Schedules.
Corporation
Payroll
- Expert Tax – Payroll – Amend Annuals (W2)
- Expert Tax Payroll – How to File Annuals
- Expert Tax Payroll – How to transfer to Annuals
- Expert Tax Payroll – Generate reports
- Expert Tax – Payroll – Create Employee Manually
- Expert Tax Payroll – How to Create Payroll using Excel
Withholding
- Change invoice Type of Payment
- Expert Tax Withholdings - 480.7F - Amend Form
- Expert Tax Withholdings - 480.7F
- Expert Tax Withholding - Create Providers and Invoice manually
- Expert Tax Withholdings - Create 480's (Manually or Excel Import)
- Expert Tax Withholdings - Amend Forms