• Click the icon to the left to watch our 4 minute Sneak Peek! You don't want to miss a Sneak into our TaxExact Product!

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• TaxExact Features

  Take a look into our Key Features and what gives TaxExact an advantage over our competition!
       � Appointment Scheduler
       � Upload / Download
       � Electronic File Cabinet

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• Check out our Bank Products!

  Want to earn money and save money at the same time? Check out our Bank Product Calculator to learn how!

  Use the bank product calculator yourself to see how much Additional income you could earn by adding Service Bureau Fees. Just click the boxes on the left to get started entering your own amounts

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  Bank Product Calculator

  Number of Bank Products:

  Please enter a whole number.

  Note: is an invalid entry.Defaulting to 1.

  Service Bureau Fee Charge:

  Please enter a whole dollar amount.

  Note: is an invalid entry.Defaulting to 1.

  Note: Rounding input to

  Additional income you would earn by adding Service Bureau Fees: $

  Calculate

User's Guides

A series of brief guides (Adobe .pdf format) to help you get the most out of your TRX Software and our E-File Center.
Click Here for Training Videos.

TaxExact Software

• 2012 Tax Software Manual (8.45MB)
   
• Efile Button Is Gray Cannot Efile
• How to Add and Remove a Form
• How to Add A State to a Return
• How to Back Up and Restore Client Files
• How to Check A Return For Errors
• How to Check What Version the Softare is On
• How to Convert Clients
• How to Create a Client Organizer
• How to Create and Edit Users
• How to Create and Send a Return to the IRS
• How to Create A Return
• How to Install a Network Installation
• How to Install Your Tax Software
• How to Link a Line Number to another Form
• How to Maintain the Software
• How to Make a Report
• How to Open an Existing Return
• How to Override A Calculated Entry
• How to Print a Return
• How to Read Error Messages from the Auto Error Check Feature
• How to see how a return looks before printing
• How to Setup Security
• How to Update Your Software
• How to Upload and Download A Return
• I Cannot See My PDF - Error in Adobe
• Menu Items
• Return Explorer Navigation and Usage
• Return List Navigation and Usage
• Setting up Form Defaults for a 1040
• What does the color of the line box mean
• What is a CID and PID
• What is After The Fact Payroll
• What is a SEQ
• What is the Interviw Mode
• What Is the Tax Estimator
• What to do if a Line is Not Calculating Correctly

Banking

• Atlas QIK Check Printing Guide

E-File Center

• EFC Maintenance
• How to Change My EFC Username and Password
• How to Check Bank Products in the EFC
• How to Check If A Return was Accepted or Rejected
• How to Create New Users in the EFC
• How to Find Out the Status of a Particular Return in the EFC
• How to Get to the EFC
• How to Print a Check from the EFC
• How to Read Reject Codes
• How to See if the IRS Released Funds for Bank Products
• How to See Profit from Preparer Fees from Bank Products in the EFC
• How to Send a 1040 to the IRS from the EFC
• How to Send a Business Return to the IRS from the EFC
• How to View Reports on Returns
• I Forgot My Password to the EFC
• What is a Service Bureau Fee
• What is Awaiting Transmission in the EFC
• What is the Bank Menu in the EFC
• What is the Database Menu in the EFC
• What is the Overview Menu in the EFC
• What is the Reports Menu of the EFC
• When Will I Get My Service Bureau Fee