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Video instructions and help with filling out and completing When Form 3520 Represented

Instructions and Help about When Form 3520 Represented

When you first visit our website, you will see the home screen of the forum 861 comm. On the right hand side, there will be the latest updates. I recommend checking for any new updates or enhancements. These updates will always be posted under the latest program updates on your login screen. Once you login, I will show you where to find this information within the calculator. When logging in, use your company code, username, and password. After logging in, you will see the main screen that displays your client list on the left hand side. The menu options are listed under the detail menu items. The standard menu includes settings, client list, account list, currencies, change password, security question, languages, and other settings. The data on the calculator is presented in a table grid format. You can filter the data by hovering over the first row and entering the filter you want. You can also order the list by clicking on the header. Filtering by multiple columns is also possible. The cloud version of the calculator has limitations on the number of columns and amount of information that can be entered. Client specific information should not be entered on the cloud. When creating forms, the client information will be auto-filled on the form 86 21, except for the client name and address. To narrow the list down, you can filter by type of travel, username, user number, and notes. It is recommended to enter your username under notes if you are sharing user accounts. Under client ID, it is recommended to enter the first four digits of the taxpayer's last name and the last four digits of their social security number. However, any client ID can be used. The account list is similar to the client list and allows...