How to set preparer settings
7 STEPS 1. The first step is to open TAX HOUND and click SETUP 2. Click Settings 3. Select the options under Preparer Settings, Preparer Preferences, and/or Client Level Settings. 4. If you want to apply these selections to multiple preparers check this box. 5. Select the preparers you want to apply the settings to….
How to set up manual pricing per return
11 STEPS 1. The first step is to open TAX HOUND and click Quick Account Setup 2. Click PRICING SETUP 3. Click Set price manually after every return 4. Click Save Federal Pricing 5. Click Continue To : State Pricing 6. Click Set price manually after every state return. 7. Click Save State Pricing 8….
How to set up per form pricing
19 STEPS 1. The first step is to open TAX HOUND and click Quick Account Setup 2. Click PRICING SETUP 3. Click Set price as Per Form. 4. In the Rate field on the form, Enter the price for that form. 5. Click Save Federal Pricing 6. Use the filter options, to change between main…
How to set up Flat Rate pricing
13 STEPS 1. The first step is to open TAX HOUND and click Quick Account Setup 2. Click PRICING SETUP 3. Click Fixed Rate For All Returns 4. Enter the Federal Flat Rate. 5. Click Save Federal Pricing 6. Click Continue To : State Pricing 7. Click Fixed Rate for all state returns 8. Enter…
How to add a preparer
22 STEPS 1. The first step is to open TAX HOUND and click Quick Account Setup 2. Click Add New Preparer 3. Create a Username and Press Tab 4. Create a password and Press Tab 5. Confirm password and Press Tab 6. Create a password hint. (must be at least 4 letters) 7. Enter Preparer First Name 8. Enter Prepare Last…
How to update your Firm Information
5 STEPS 1. The first step is to open TAX HOUND and click Quick Account Setup 2. Click FIRM SETUP 3. Update the information as needed. 4. Click Save Changes 5. Scroll up and that’s it. You’re done. Here’s an interactive tutorial https://www.iorad.com/player/1854038/Tax-Hound—How-to-update-your-Firm-Information
Child Tax Credit: New update address feature available with IRS online portal; make other changes by August 30 for September payment
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