Video instructions and help with filling out and completing Fill Form 2220 Qualifications

Instructions and Help about Fill Form 2220 Qualifications

This video illustrates how to do the one-time configuration of your tax rise software but auto guard cells with these procedures we will set up the invoicing system within tax wise to add audit guard as a billing item for each new return we create this will set audit guard as the default selection for each client but allows us to remove it if the client Cline's the service first we login as administrator then select tools from the top menu and edit tax forms defaults select individual 1040 from the yellow pop-up window and click OK to continue scroll to the bottom of the forms list to the left of the screen and select price to open the billing page go to the section labeled other at the bottom of the building table on the price sheet and type the word audit guard in the first available description field set the corresponding unit price on the right to your selected sales price for auto guard this must be between 34 99 and 4499 finally set the corresponding number of products to one within the field to the left save and close the return to exit the tax forms default and return to the home screen you should then create a new sample return to verify that the interest pre-populate on each new return if you are using tax wise on a network you should also use the return explorer feature within the software to copy your settings from this computer to all other work stations on your network addict guard is now set as a default option for each new return you create however if a client declines the service simply return to the price sheet within their return and change the number of product from 120 to sell I regard to each client you will not need to make any further changes just use our desktop application to submit the client information to notify us of their enrollment