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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. Also, it covers the procedure to set up the invoicing system within tax wise to add audit guard as a billing item for each new return. By doing this, audit guard becomes the default selection for each client, but you can remove it if the client declines the service. To begin, login as the administrator and select "Tools" from the top menu. Then, click on "Edit Tax Forms Defaults". A yellow pop-up window will appear, where you should select "Individual 1040" and click "OK" to continue. Scroll to the bottom of the forms list on the left side of the screen and select "Price" to open the billing page. In the "Other" section at the bottom of the building table on the price sheet, type "audit guard" in the first available description field. Set the corresponding unit price on the right to your selected sales price for audit guard, which should be between $34.99 and $44.99. 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. To verify that the interest pre-populates on each new return, create a new sample return. If you are using tax wise on a network, use the return explorer feature within the software to copy your settings from this computer to all other workstations on your network. Now, audit guard is set as the 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 products from 1 to 0 for audit guard. You will not need to make any further changes. To notify us of...