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Starting a Business Return

🔍 Starting a Business Return

Note: Preparation of business returns requires the installation of the Desktop software with all updates applied!

Need to prepare a business return, such as a 1041, 1065, or maybe an 1120? It’s just as simple as opening a new 1040 return! In order to get started, please follow the steps below:

⚠️ Before You Begin

Business return preparation requires:

  • Installation of the Desktop software
  • All updates applied

📊 Step-by-Step Guide

  1. Step 1: Sign in with an authorized user

    Use this when you need to sign in to start a new return.

    Sign in to the software as a User that is authorized to start new returns (Guest and all SuperUsers can do this by default)

  2. Step 2: Select the package (return type)

    Use this when you need to choose what type of return the software will open.

    After signing in, the Select Package window will appear. This is where you will need to select the type of return you want the software to open when starting a return.

  3. Step 3: Start the return and enter the EIN

    Use this when you need to begin the business return and provide the correct business identifier.

    Now, you will be able to start a return like normal. When starting a return that is a business return, notice the fields have now changed from asking for a SSN to needing the EIN of the business.

    And that's all there is to it! After entering the EIN and selecting OK, you will be greeted with the needed forms for the return type you are preparing.

     
     

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install, federal,form
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