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Video instructions and help with filling out and completing Which Form 8854 Streamlined

Instructions and Help about Which Form 8854 Streamlined

The broadcast is now starting. All attendees are in listen-only mode. Good afternoon and welcome to today's webinar TaxACT professional reports. We will be covering how to quickly access the e-file information you need and the e-file steps in the professional editions of TaxACT. My name is Jesse Dolmage and I'm from the marketing department in the professional side of TaxACT. With us today is Tracy Hoop, the product manager of the professional software at TaxACT. Today, we have an overview and demonstration of our e-file steps in the software, as well as the e-filing reports. If you have any questions, please feel free to enter them in the questions or chat section of your toolbar and we'll try to answer as many as possible at the end of the presentation. Without further ado, Tracy Hoop will now demonstrate and walk you through the software. Thanks, Jesse. Let's cover the agenda for today's webinar real quickly. We will go through the e-file steps in the TaxACT 2016 professional edition, our professional reports, how to access data and filters, and FYIs for practices with multiple pairs. We will take questions at the end. Now let me start up the software. Please note that I am using our test environment, so there may be some quirks or slow load time that we wouldn't see in our production servers. I am only able to access test data in this environment. What you're currently seeing is our client manager, where you can view all the clients in this practice. The account I signed into is the practice owner account, so I have access to everything. I also have preparers listed in the column next to it. We have a new optional column called "e-file status" that gives a high-level overview of the clients' federal e-file...