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For an answer to this question...
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Go to the User's Guide (for step-by-step instructions)
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Go to this Web site (for troubleshooting information)
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Preparer information
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How do I enter my firm’s address?
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How do I set up multiple preparers and preparer codes?
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How do I use preparer codes for non-paid preparers?
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Obtaining ProSeries products
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How do I download products and updates?
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When will my ProSeries products be available?
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How do I find out what's been updated in ProSeries releases?
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Go to the Help menu, select Help Center, select ReadMe Information, then select the ReadMe for the product you are interested in.
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Task Scheduler
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How do I use the Task Scheduler to automate tasks?
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Transfer and import
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How do I transfer client files from ProSeries 2001?
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How do I import from Quicken?
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How do I import from QuickBooks?
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How do I update a return with data from QuickBooks 2003?
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Organizers
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How do I create and prepare printed client organizers?
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1040 returns
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What if I'm having trouble with a 1040 return?
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Printing
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How do I resolve a printing issue?
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How do I control which forms print with the return?
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Electronic filing
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What is a Self-Select PIN?
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Why am I being asked for an electronic filing password?
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Why am I getting the error message “No valid master EF record found”?
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How do I electronically file a return?
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How do I receive an acknowledgment for an electronically-filed return?
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What if I have trouble receiving acknowledgments?
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How do I verify the status listed in the EF Center?
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Why does the status column in the EF Center show “duplicate SSNs” or “duplicate DCNs” for one or more returns?
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Why am I getting rejection code 500-528?
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Why am I getting rejection code 029?
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Bank products
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How do I register to use bank products with Santa Barbara Bank and Trust?
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How do I register to use bank products with First Security or Republic Bank?
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How do I contact Santa Barbara Bank and Trust (SBBT)?
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SBBT's customer service number is 1-800-779-7228
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How do I set up a return to use bank products?
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How do I receive authorization to print a check?
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How do I print a bank products check?
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What if I get the error message “The registration process has not been initiated and/or completed for Bank Products”?
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Billing and invoicing
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How do I set up billing options?
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How do I change the standard invoice?
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How do I print invoices?
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Client letters
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How do I edit the standard client letter?
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How do I prepare custom client letters?
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HomeBase
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Why do I have clients missing from HomeBase?
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How do I move my Forms Bar?
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How do I get my missing Forms Bar back?
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Internet connection
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How do I set up my Internet connection?
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What if I'm having trouble with my Internet connection?
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Access codes
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How do I get an access code?
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How do I look up my access codes on the Internet?
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