Converting and transitioning from other applications
Includes backing up your data for conversion, restoring your converted data, conversion kits, transition services for new users
Installing and maintaining your application
Includes system requirements, installation instructions for all environments, installing licenses, downloading and applying updates via CS Connect
Setting up and exploring your application
Includes configuring multiple monitors; adding data locations; enabling advanced security; setting global options and user preferences; defining print collations; adding preparers and staff; navigating the Home Page; using the toolbar, menu commands, and keyboard shortcuts; setting up asset associations, treatments, and custom depreciation methods
Managing workflow, reports, and client communications
Includes using the client status system, entering email addresses, editing client documents, using Data Mining, client listing reports, depreciation reports, backing up and restoring client data
Preparing and reviewing returns and extensions
Includes proforma'ing or transferring client data from prior year, preparing Client Organizers, data entry, calculations, integration with the CS Professional Suite and other applications, data sharing Schedule K-1 information, kiddie tax, source data entry, bar code scanning, importing shareholder / partner information, amending, filing status optimization, reviewing diagnostic messages, Input Screen overrule, web research, tax subject index, entering assets in the asset module
Electronic filing
Includes applying for ERO approval and e-file credentials; entering EFINs; setting DCN ranges; configuring e-filing; preparing e-file returns, consolidated returns, and extensions; attaching files to e-files; creating, signing, transmitting, and recalling e-files; bank products; state e-filing; error codes and reject codes/business rules; using EFView; electronic filing status (green e button on toolbar); acknowledgments; email notifications; e-filing dates; suppressing state e-files
Printing, delivering, and storing returns
Includes printing and emailing returns, extensions and organizers; web delivery options; sending to PDF; uploading to client portals; storing returns and extensions in FileCabinet CS
Troubleshooting
Includes receiving errors when opening or using your application, Home Page display errors, application crashing and freezing, releasing user and client locks, repairing corrupt data