Tax Import/eSignatures
The 2 functions within software
Tax scan and import / Financial institution forms and import
The one 1099 you can NOT make in QEF
1099-G
You place backup folder of data from another product here
C:ConversionData
FAM allows tax preparers
To easily track assets & calculate their clients’ depreciation automatically
2 drives in hosted
H-home drive and I Network or data drive
Financial Institution Download is only available in what software version and what tax types
Professional and Individual
There is a list of requests showing for a client in new year in Link because…
They were prior year clients
Data conversions will be the same for all programs being converted
False
FAM is supported in what PS program
Professional
In AppHub under My account you can…
Add/remove users, assign packages, manage user access, install programs for users
2 was you can sign eSignatures for clients
In person or through their email
You must pay for Intuit Link as an add-on
False
Preparers can create this for clients so its organized the way they want
Custom Folders
If a customer already uses PS and want to start using FAM they should do this for FAM client list
Import from program
Types of users
Account owner, account admin, billing admin, support, catalog, no catalog
2 places you can request eSignatures for purchase
Program and Proconnect website under add-ons
You only added one client to link but there are multiple showing, why
because it is for the entire CAN
Will fix slowness in DMS database, folder path issue in database, missing clients, exporting from PS but not showing in DMS
DBRepair
2 types of indexes you can rebuild if needed
Client and System
3 servers with first letter
South G, East B, West V
Tax types use eSignatures
Individual, Partnerships, Corps, S-Corps, Fiduciary
You should never do this in QEF and why
Test or train due to it’s a live site
2 reasons to archive DMS data
Remove client data from database without losing access to it and if experiencing speed issues
Common FAM issues
Drop Down menus do not work, tax worksheets are greyed out, export to PS is greyed out, incorrect depreciation amounts
Onboarding steps
Activate account, add a package, run the setup wizard, install tax software, export data using program, import data using program