Knowledge system is not enabled for this account. Redirecting to LiveHelpNow... OLTPro - Support Center - OLTPRO DESKTOP SOFTWARE USAGE
Get the POWER of PRO!
Support Center > Knowledge base> Category: OLTPRO DESKTOP SOFTWARE USAGE
Category: OLTPRO DESKTOP SOFTWARE USAGE
39 Articles
Orange arrow How do I email forms to my taxpayer from desktop software?

1748 views
  **These instructions are used if you have setup your e-mail configuration from the Setup Tab > Misc Settings > E-mail Settings. If you need assistance setting up your e-mail configuration, see article ID 68358 Titled "How to setup email configuration in desktop software". Navigate to the t...
Orange arrow What is OLTPRO's Phone Number?

2568 views
  Our phone number is : 1-877-658-4776 for OLTPRO Professional Tax Software. Phone support is available Monday - Friday from 8am to 5pm CST....
Orange arrow How do I check the status of my client's bank product?

1310 views
  OLT PRO tax preparers can follow the progress of a bank product for their clients by clicking on the Bank Tab and choosing Bank Products from the drop-down option. Within this section you can search for your client by using the search boxes within this page. Please call your bank directly if you n...
Orange arrow How do I import my prior year OLTPRO clients to my current year OLTPRO software?

2177 views
  Desktop Version Software: From Client Manager > NEW RETURN, type in the primary taxpayer SSN and choose to "Create New Return". If this is a prior year client, the software will prompt you to import their details from the prior year software. *Note: You will have two import options, Simpl...
Orange arrow How to claim educator expenses

2771 views
  If you are an eligible educator, you can deduct as an adjustment to income up to $250 in qualified expenses you paid during the tax year. If you and your spouse are filing jointly and both of you were eligible educators, the maximum deduction is $500. However, neither spouse can deduct more than $2...
Orange arrow What is Error IND-027 Spouse PIN information?

1036 views
  If 'PINTypeCode' in the Return Header has the value "Self-Select On-Line", and 'Spouse Date Of Birth' has a value, then 'Spouse Prior Year AGI or 'Spouse Prior Year PIN' or 'Spouse Electronic Filing PIN' must have a value. This error means that you have left out a required piece of data on the 887...
Orange arrow How can I provide my client with a quick estimation of their tax return?

1151 views
  You will find in the quick estimator under the <Tools> Tab. The quick estimator is not intended for e-filing returns. It is a quick estimate of what a tax return may be. Utilize theis tax-planning tool to help your clients see how certain inputs affect their tax return for current or future f...
Orange arrow How can I compare my client's return if filing Married Filing Joint instead of Married Filing Separete?

1249 views
  OLTPRO Tools Option: You will find a MFJ/MFS Comparison Chart under the <Tools> Tab. This will help your client determine which filing status will benefit them more. The chart will show side-by-side comparison of filing a married filing joint return vs. a married filing separate return....
Orange arrow How can I check the status of an e-filed return?

2344 views
  There are several ways to check the return status in the software. Desktop Software: You can use the E-file tab, and press Get E-file Status Select the desired customer you want to check on, then press Get Current Status of Return You can also pull up the customer's summary page through the C...
Orange arrow How can I see a list of clients who filed using a bank product?

1076 views
  Use the Bank Tab then choose Bank Products to view your clients process bank product details. You can search for a specific client or choose to Show All. For WEB Software, you can break this list down by choosing a specific product type from the Bank Tab drop-down....
Orange arrow Wash Sales

1174 views
  A wash sale occurs when you sell or otherwise dispose of stock or securities (including a contract or option to acquire or sell stock or securities) at a loss and within 30 days before or after the sale or disposition, you directly or indirectly: Buy substantially identical stock or securities, ...
Orange arrow What is the Colorado Pet Overpopulation Fund Used For?

933 views
  Each year in Colorado tens of thousands of animals are euthanized because too many are being born. Your donation to the Pet Over-population fund can help save lives. The fund provides community grants to subsidize spay/neuter surgeries for pets of qualified owners and supports spay/neuter education...
Orange arrow New Jersey Other Designated Contributions

1820 views
  01- Drug Abuse Education Fund THE EPIDEMIC OF DRUG ABUSE NEEDS YOUR HELP! Your contribution helps New Jersey children receive valuable education from highly trained uniformed law enforcement officers and teachers throughout the State in providing drug abuse education programs. Research has shown t...
Orange arrow Open

1184 views
  Open...
Orange arrow Open

1076 views
  Open...

Page: 1 of 3