Video instructions and help with filling out and completing What Form 4797 Attach

Instructions and Help about What Form 4797 Attach

To informed 47 97 to a new return begin under the individual tab and under client manager select new return to locate that 47 97 when in the return you have the option to search 47 97 in the locate search box you are also able to find 47 97 in the forms tree on the left hand side of your display once the form appears you are then able to fill out that 47 97 based on the taxpayers information you when all of the information has been filled out click the Save button and continue to fill out the rest of the return upon completion select the complete button at the top of the screen you will then need to mark the return as complete and mark the return as reviewed by selecting yes in the respective fields you will also need to indicate whether this return is to be paper filed or electronically filed by choosing the appropriate option click the Save button when ready to complete this return after completing a return you must indicate how the taxpayer will pay for the return by clicking the link client payment on the following screen click add new invoice to generate a new invoice for the return if necessary enter the manual rate or verify the calculated charges you can modify federal or state charges by selecting the modify link in the top right of the screen when finished click calculate select which payment type and whether to make payment now or invoice only then select yes to e-file this return now click update payment next select how to transmit the returns click on the ready to e-file link to select how the return is to be transmitted olt pro offers the option to file in the following methods federal with state federal only or state only after selecting the type of transmission click the button transmit now you can also select add to queue which will relocate the returned under the e-file tab and then ready to transmit