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Category: Product Features

What is the Guide Me Feature?

Our "Guide Me" Feature is designed to guide you through the tax return process to make it easier for you, and to answer any reporting questions you might have. You should use the "Guide Me" Feature for any section in which you: 

* Are not sure how to enter certain forms that you have received

* Would like guidance by being asked simple questions, or

* Are not sure how reporting certain forms can affect your taxes for the year

 

This feature will be available when you first create your account, beginning with the Personal Information Filing Status page. As you continue to set up your account and work through the sections of the return (Income, Deductions, etc.), you will be asked if you would like to use the "Guide Me" Feature. You will also be given the option to exit the Wizard if you want to enter the information yourself. If a specific section does not apply to you, please leave it blank, do not enter zero.

 

Once you complete each section of the program, you will be able to access the Wizard again if you find you need additional help filling out a certain portion of the program. By clicking to enter either the Income or Deductions section of your account, you will be prompted with the choice of using the "Guide Me" feature or to "Enter Myself".