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Keep It Simple Desktop
Software Installation
How to download KIS Desktop
How to install desktop to Server
How to install desktop to Workstation
How to Install the Keep It Simple Software to a Stand Alone Computer
Office Setup
Adding Firm Information in KIS Desktop
How to create a preparer account
How to register checks in KIS Desktop
How to Setup and Print a TEST CHECK in KIS Desktop
How to setup pricing in KIS Desktop
How to validate Your EFIN in Keep It Simple
Setting Preparer Settings
Setting up Direct Input or Interview Input in KIS Desktop
Printing
How to print a check on KIS Desktop
How to print a tax return
How to print a tax return as a PDF
How to print letters on KIS Desktop
How to print reports in KIS Desktop
How to re-print a Lost or Stolen Check
How to reprint a check on KIS Desktop
How to Setup and Print a TEST CHECK in KIS Desktop
Electronic Signatures
Electronic Signature Setup in KIS Desktop
How to Sign a return in KIS Desktop
Document Manager
Uploading documents to Document Manager in KIS Desktop
Mobile App/Client Portal
MyTaxOffice Mobile App for Taxpayers
How taxpayers can login to their Customer Portal for Keep It Simple
MyTaxOffice Mobile App Setup for Preparers
Transmission
How to transfer a return from Desktop to Online
How to transfer a return from Online to Desktop
KIS Transmission in KIS Online and KIS Desktop
Tax Preparation
How to Create a New Tax Return with Client Payment in KIS Desktop
How to Create a New Tax Return with Client Payment in KIS Online
How to create and electronically file Form 4868 in Keep It Simple Desktop and Online
Software Updates
KIS Desktop Software Updates
Bank Enrollment
How to locate your IRS Tracking Number from the IRS e-Services
Refund Advantage Bank ERO Enrollment Instructions
Refundo Bank ERO Enrollment Instructions
Republic Bank ERO Enrollment Instructions
Santa Barbara TPG Bank ERO Enrollment Instructions
TPSC Bank ERO Enrollment Instructions
Security
How to reset your forgotten password in KIS Desktop
How to unlock your account after too many failed login attempts
Errors
Database error when opening Desktop software
Federal Reject Codes
Networking
How to share the KIS Desktop from server to workstation
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Keep It Simple Desktop
Category - Keep It Simple Desktop
Software Installation
How to download KIS Desktop
How to install desktop to Server
How to install desktop to Workstation
How to Install the Keep It Simple Software to a Stand Alone Computer
Office Setup
Adding Firm Information in KIS Desktop
How to create a preparer account
How to register checks in KIS Desktop
How to Setup and Print a TEST CHECK in KIS Desktop
How to setup pricing in KIS Desktop
How to validate Your EFIN in Keep It Simple
Setting Preparer Settings
Setting up Direct Input or Interview Input in KIS Desktop
Printing
How to print a check on KIS Desktop
How to print a tax return
How to print a tax return as a PDF
How to print letters on KIS Desktop
How to print reports in KIS Desktop
How to re-print a Lost or Stolen Check
How to reprint a check on KIS Desktop
How to Setup and Print a TEST CHECK in KIS Desktop
Electronic Signatures
Electronic Signature Setup in KIS Desktop
How to Sign a return in KIS Desktop
Document Manager
Uploading documents to Document Manager in KIS Desktop
Mobile App/Client Portal
MyTaxOffice Mobile App for Taxpayers
How taxpayers can login to their Customer Portal for Keep It Simple
MyTaxOffice Mobile App Setup for Preparers
Transmission
How to transfer a return from Desktop to Online
How to transfer a return from Online to Desktop
KIS Transmission in KIS Online and KIS Desktop
Tax Preparation
How to Create a New Tax Return with Client Payment in KIS Desktop
How to Create a New Tax Return with Client Payment in KIS Online
How to create and electronically file Form 4868 in Keep It Simple Desktop and Online
Software Updates
KIS Desktop Software Updates
Bank Enrollment
How to locate your IRS Tracking Number from the IRS e-Services
Refund Advantage Bank ERO Enrollment Instructions
Refundo Bank ERO Enrollment Instructions
Republic Bank ERO Enrollment Instructions
Santa Barbara TPG Bank ERO Enrollment Instructions
TPSC Bank ERO Enrollment Instructions
Security
How to reset your forgotten password in KIS Desktop
How to unlock your account after too many failed login attempts
Errors
Database error when opening Desktop software
Federal Reject Codes
Networking
How to share the KIS Desktop from server to workstation
Privacy Preference Center
Privacy Preferences
