Content Comparison

Overview

Office and License Management

Creating Cloud Logins for the Tax Client Application (Thin Client)

Original Password Creation, User Password Creation/Changing

Tax/Thin Client Download Install, and Configuration

Hosted Setup and Data Merges

The Remote Req Button

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Tax/Thin Client Download Install, and Configuration

Once you have completed Creating Cloud Logins for the Tax Client Application (thin client), the next step is to download the Thin Client software.

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1. Click the link in the email to start the download of the Tax Client file or click the link below:

https://www.mytaxofficeportal.com/portal18/downloads/XLink17_GenericTaxClient.zip

2. Save the file named XLink17_GenericTaxClient.zip to your Downloads folder or another location.

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• Website - opens the website based on the cobranding information.

• Chat - opens a link to chat, if available

• Remote Req - See "The Remote Req Button" section below for an explanation.

• Status - Displays the Live Link connectivity status.

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The Remote Req Button

Remote Req Overview

If sending a signature pad request

When sending a print job in the Hosted Software AND the “Thin Print” option is enabled on the print screen

When initiating a scan via the Document Archive/ Scan Doc in the Hosted Software

The Remote Req (Remote Request) button serves as a go-between for the hosted install, and the local machine that the Tax Client is installed on.

If sending a signature pad request:

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When sending a print job in the Hosted Software AND the “Thin Print” option is enabled on the print screen:

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5. Click Select (this will send the print job to your Windows default printer.)

When initiating a scan via the Document Archive/ Scan Doc in the Hosted Software:

You will get a popup message saying “Scan the document in Client software then press OK to continue.”

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