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Logging In

Logging Into the Cloud Client (Hosted)

Reset Cloud Password (Hosted)

Logging Into CTTS University

Windows Security Login Attempt Failed

Software Navigation

Activating Checks

Accessing Reports in the Tax Software

Creating Custom Reports

Adding Reports To Quick Reports List (WIP)

Checking the Status of a Tax Return

How to Locate a Return GUID

How to Locate Your EFIN

How to Upload a Binary Attachment

How to Locate Your CrossLink User ID

How to Copy a Tax Return to Training

How to Process a Payment in the Tax Software

Discounting a Tax Return on the Invoice

Completing a Paper RT

Software Keyboard Shortcuts

What is the Tax Summary Page?

Printing & Signing

Printing and Signing a Tax Return (Hosted)

Printing Checks from the Tax Software

How to Reprint a Check

Printer Not Showing? Cloud Client Users (Hosted)

Remote Signature Capture

Troubleshooting Remote Sign

Saving a Return From Document Archive

How to Sign a Tax Return (Signature Pad / Hosted)

How to Reprint a Tax Return

Capturing a Paid Preparer Signature (Hosted)

Capturing an ERO Signature (Hosted)

Printing Acknowledgment Letters

Capturing a Paid Preparer Signature (Desktop)

Capturing an ERO Signature (Desktop)

Interview Mode

Accessing Interview Mode

Adding Forms in Interview Mode

Navigating Interview Mode

Transmitting

Transmitting to Central Site

How to Queue and Transmit Returns

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