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…
How to complete your Account Configuration (first-time setup)
37 STEPS 1. The first step is to open TAX HOUND and Enter First Name and Press Tab 2. Enter Last Name 3. Select the letter your PTIN begins with 4. Enter PTIN (including leading zeros) and Press Tab 5. Enter Area Code and Press Tab 6. Enter Phone Number 7. Enter Email Address 8. Enter Address 9. Skip down to Zip Code…
How to complete EFIN verification
7 STEPS 1. The first step is to open TAX HOUND and click SETUP 2. Click Firm 3. Click EFIN Status Summary 4. Enter the EFIN IRS Tracking Number 5. Click Choose File then select the Status Summary Application pdf you saved to your computer. 6. Click Upload and Save 7. That’s it. You’re done….
How to get your EFIN Application Summary from the IRS.
15 STEPS 1. The first step is to open IRS eServices 2. Enter your Username 3. Click Login 4. Enter your Password 5. Click Submit 6. Enter the 6-digit security code 7. Click Continue 8. Click Continue 9. Select the account that has just Your Name. 10. Click Submit. 11. You can see your Tracking Number on this…
How to set the default input mode for a preparer
9 STEPS 1. The first step is to open TAX HOUND and click SETUP 2. Click Settings 3. Select the Preparer you want to set the default input for. 4. Click Do not Show Entry Mode Dialog. This will prevent the Input Type option box from showing when editing a return. 5. Select The Input Mode you…
How to select Input Type on a return
7 STEPS 1. The first step is to open TAX HOUND and click Clients 2. Double-Click a Client 3. On the Client Manager, Click Edit 4. Select the Input Type. 5. If you want to set this Input Type as the default Click Never Ask this Question. 6. Click Save and Continue 7. That’s it. You’re…