Tax Software
Detailed instructions on how to use the cloud tax software.
- What are the requirements when filing with a shared SB efin?
- How do I obtain or renew my IRS PTIN?
- What are the EPS bank options? (PDF)
- How do I start a new Tax Return?
- How do I apply signatures to a tax return?
- How do I file an amended tax return?
- How do I correct a rejected return?
- I am getting an error when I try to print my forms.
- How do I View and Print forms once I have submitted a return?
- Can I use the same username and password that I use for the Pro Dashboard?
- General steps for completing and e-filing a return.