If users need additional help during the preparation process, they can choose to use the Guide Me feature, which provides detailed information for that particular form section. Options are available for preparing a return for an existing client or a new client, with the option to choose the Interview option, which leads preparers through a series of interview questions to assist with preparing the return.
To start entering a return, users can click on the Returns option on the menu. Users can choose to display or hide any or all of the widgets on the newly customizable dashboard. The My TAXPrepOffice dashboard is attractive, displaying a variety of widgets that offer detailed information on including Recent Returns, an E-File Summary, a News Summary, and an Appointment List. In addition, the dashboard is now fully customizable, with users able to customize the layout and color scheme, while hiding tasks and icons that are not needed. The login screen has also been updated, with tips, alerts, and tax news displayed for viewing before logging in. The navigational menu has also been updated, with a new menu added to the left side of the user dashboard that provides quick access to all necessary functions including user preferences, bank enrollments, report printing options, the e-file center, and access to the client portal. My TAXPrepOffice has added a series of new features in the 2019 tax year release including the Instant Form View which displays the actual tax form as data is entered, allowing both users and clients a real time view of the form. My TAXPrepOffice is also a good fit for tax preparers with multiple locations MyTAXPrepOffice is optimally designed for on-site tax preparation services, where the client is present during the process. The application also includes an off-line mode so users can continue to utilize the application even if not currently online, with information entered offline later synched with the online application. Designed more from a preparation standpoint, and less as a complete practice management tool, MyTAXPrepOffice is better suited to straightforward returns, and does not offer tax planning, what-if scenarios, or extensive client management capability, but instead concentrates on preparing returns quickly.Īccessible via the cloud, MyTAXPrepOffice works with all common Internet browsers, and users are able to access the application from any smart phone or tablet.
MyTAXPrepOffice from Advanced Tax Solutions is an excellent option for high-volume tax preparation firms.
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