Office Setup

Developer documentation and integration features.

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 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 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 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 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…

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