Filing 1040 Tax Returns

1. 01

   Create a New 1040 Return

   Open Tax Engine > 1040 Prep and click '+ New Return'. Select the client from your CRM — their personal details, SSN, and filing status are auto-populated.

2. 02

   Enter Income and Deductions

   Use the guided interview to enter W-2s, 1099s, and deduction details. The AI assistant flags common errors and suggests missed deductions based on client history.

3. 03

   Run the Review Checklist

   Click 'Review' to run the built-in 47-point checklist. Items flagged in yellow are warnings; red items must be resolved before filing.

4. 04

   Send for Client Signature

   Click 'Send for Signature'. The client receives an email with a secure link to review and e-sign Form 8879. You're notified the moment they sign.

5. 05

   E-File the Return

   Once signed, click 'E-File'. ZentroBiz submits to the IRS via your connected Drake or ProSeries integration. Track acceptance status in real-time.

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