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Office Setup
Adding EIN to Database
Adding Firm Information in KIS Online
How to create a preparer account
How to register checks in KIS Online
How to setup pricing in KIS Online
How to validate Your EFIN in Keep It Simple
Setting Preparer Settings
Setting up Direct Input or Interview Input in KIS Online
Printing
How to print a check in KIS Online
How to print a tax return
How to print a tax return as a PDF
How to print letters on KIS Online
How to print reports in KIS Online
How to re-print a Lost or Stolen Check
How to reprint a check on KIS Online
Installing KIS Check printing software for KIS Online
Electronic Signatures
Electronic Signature Setup on KIS Online
How to Sign a return in KIS Online
Document Manager
Uploading documents to Document Manager in KIS Online
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
Retrieving a Return from MyTaxOffice Mobile App in KIS Online
Transmission
KIS Transmission in KIS Online and KIS Desktop
Tax Preparation
How to create and electronically file Form 4868 in Keep It Simple Desktop and Online
Processing a bank product and transmitting the return
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 Online
How to unlock your account after too many failed login attempts
Errors
Federal Reject Codes
Networking
Articles coming soon
Processing a bank product and transmitting the return
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Processing a bank product and transmitting the return
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Software Access
Articles coming soon
Office Setup
Adding EIN to Database
Adding Firm Information in KIS Online
How to create a preparer account
How to register checks in KIS Online
How to setup pricing in KIS Online
How to validate Your EFIN in Keep It Simple
Setting Preparer Settings
Setting up Direct Input or Interview Input in KIS Online
Printing
How to print a check in KIS Online
How to print a tax return
How to print a tax return as a PDF
How to print letters on KIS Online
How to print reports in KIS Online
How to re-print a Lost or Stolen Check
How to reprint a check on KIS Online
Installing KIS Check printing software for KIS Online
Electronic Signatures
Electronic Signature Setup on KIS Online
How to Sign a return in KIS Online
Document Manager
Uploading documents to Document Manager in KIS Online
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
Retrieving a Return from MyTaxOffice Mobile App in KIS Online
Transmission
KIS Transmission in KIS Online and KIS Desktop
Tax Preparation
How to create and electronically file Form 4868 in Keep It Simple Desktop and Online
Processing a bank product and transmitting the return
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 Online
How to unlock your account after too many failed login attempts
Errors
Federal Reject Codes
Networking
Articles coming soon
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