All Knowledgebase Articles

How to eFile an Extension

9 STEPS 1. Open the return and Search for 4868 2. Enter any information you may need and click Save 3. Click Close Return 4. Click Yes 5. Under Extension on the Client Manager, click Transmit Now 6. Check the box 7. Click Transmit Now 8. You will now see the Extension Status – QUEUED…

How to Create A Custom Letter

9 STEPS 1. The first step is to open TAX HOUND and click Letters 2. Click Settings 3. Click Create New Custom Letter 4. Type the Name of the Letter 5. Select Letter Type 6. Make changes in the Letter Message Area 7. Double Click the Label to add it to the letter 8. Click Save Letter 9….

How to reset a preparer’s password

18 STEPS 1. The first step is to open TAX HOUND and click SETUP 2. Click EDIT 3. Click Change password upon next login 4. Scroll down and click Save and Continue 5. Once marked to change password, have the preparer Click Forgot Password? 6. Enter their Account Name and Press Tab 7. Enter the Email Address…

How to reset the Admin Account password

19 STEPS 1. The first step is to open TAX HOUND and click Forgot Password? 2. Enter your Account Name and Press Tab 3. Enter your Email Address 4. Click Save and Continue 5. Click Reset Password 6. Click Exit 7. A password reset email will be sent to your email address. 8. Open the email and…