General
Expert Tax Account
Expert Tax Cloud
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
- Import 480.6EC to Schedule R1
- Import statements from Excel.
- Transfer statements to the Schedules.
Corporation
Payroll
- Create Employee Manually
- Creating Payroll Manually
- How to Create Payroll using Excel
- How to transfer to Annuals
- How to File Annuals
- Amend Annuals (W2)
Withholding
- Create Providers and Invoice manually
- Create 480's (Manually or Excel Import)
- Excel Import
- Change invoice Type of Payment
- Transfer to Anuals (480's)
- File Forms (480's)
Due Dates
Teams & Security
- Benefits
- Purchase Subscription
- Set Up Passwords and Privacy Policy
- Two-Factor Authentication
- Configure and Create Teams (Account)
- Assign Teams and Users to Clients