Software Configuration Checklist
Everything to set before the season opens.
All tracks
04
Tax Software
Master the tools that move returns from intake to funded refund.
6 lessons ~126 min 2 downloads
Track progress
0%0 of 6 lessons complete · knowledge check not taken
What you'll walk away with
You can configure software, process a return end to end, and resolve rejects with confidence.
Module outline
Check off each lesson as you complete it. Progress saves automatically on this device.
- 23 min
Configuring your platform before the first client walks in.
- Office and preparer profiles
- Fee setup and billing configuration
- User permissions
- Templates and default settings
- Pre-season testing
Action item — Complete the software configuration checklist.
- 26 min
The click-by-click path from intake to signature.
- Creating the client record
- Data entry and document attachment
- Diagnostics and error resolution
- Review screens
- Signature capture
Action item — Run a practice return end to end in your software.
- 20 min
How refund transfer products work and what to disclose.
- What a refund transfer is
- Enrollment and approval
- Fee structures and disclosures
- Setting client expectations honestly
- When a bank product is not appropriate
Action item — Write the exact wording you'll use to explain fees to clients.
- 15 min
Transmitting the return and confirming it landed.
- Pre-transmission checklist
- Transmitting and batch handling
- Acknowledgement retrieval
- Logging accepted returns
Action item — Document your daily acknowledgement-check routine.
- 22 min
Reading reject codes and fixing them fast.
- Where reject codes appear
- Most common reject categories
- Correction and retransmission
- Communicating with the client
- When paper filing becomes necessary
Action item — Start a reject log with cause and resolution columns.
- 18 min
Tracking refunds, fees, and disbursements.
- Funding timelines and expectations
- Fee collection and reconciliation
- Disbursement methods
- Handling delayed refunds
Action item — Set up your weekly funding reconciliation routine.
Downloadable resources
Working files for this track. Educational resources only — not tax, legal, or financial advice.
Reject Resolution Log
Track reject codes, causes, and fixes across the season.
Knowledge check
Tax Software quiz
Answer all 3 questions. Score 70% or higher to mark this track's check complete.
1. Before transmitting a return you should:
2. A rejected return means:
3. When offering a bank product, the client should always receive: