Download E-File

nSTaR – Simple Tax Return Wizard that allows you to quickly enter client
information. Screens are intuitive and will proceed based on data entered.
nReview (Alt + W) – Processes the client return for completion.
Reviewing the return will bring up any audits and generates client letters.
Press (Ctrl + W) to review the return without audits.
n Copy (Alt + C) – Copies the client file from one path or folder to
another. This is especially helpful if you have saved clients to a disk or
other removable device.
n Delete (Alt + D) – Deletes the client file from the Client Selection
screen and places them in the Client Selection Recycle Bin.
n Move (Alt + M) – Moves the client file to another path or folder location.
n EF Status (Ctrl + F5) – Updates the E-File and Bank columns in Client
Selection with the status for each e-filed and bank return. Reference the
Filing Returns Electronically section.
Note
To quickly view EF/Bank Summary information for a client, right click
on a client in Client Selection and select Quick EF Lookup. Verify SSN
and click OK.
n PUPs (Alt+ G) – Allows you to select additional states for per unit
processing.
n Download – Downloads client files that have been previously uploaded to
another office or account bin. You must enter the filename assigned to the
return in order to download it. Reference the Download Clients section.
n Upload – Uploads one or more client files to Technical Support or to
another office or account bin. Reference the Upload Clients section.
n Proforma (Alt + P) – Updates prior year client files to the current year.
Reference the Proforma Clients section.
Note
To perform an action on a client, you must first tag at least one client.
Menus
n File
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New Client (Alt + N) – Creates a new client file. Enter the information on this screen and it will carry to the General Information screen.
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Open Client (Alt + O) – Opens an existing client. Tag the client
and click Open Client to open the client file in Input mode.