Step 1: Preparing My Forms
| How to Add a Filer |
How to Add a Form |
How to Import Using Standard Maps |
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Step 2: Printing & Mailing
| How to Print & Mail via the Service Bureau |
How to Use the Quick Print to PDF |
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Step 3: Filing My Forms
| Filing Electronically via the Service Bureau |
Creating Electronic Files for the IRS/SSA |
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Step 4: Corrections
| How to Create Corrections after IRS/SSA Filing |
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Utilities
| Creating Bulk TIN Uploads via the Service Bureau |
Using Integrated TIN/Name Validation |
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| Using Quick Print |
How to Reprint a Printed or Filed form |
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FATCA 8966 Professional Videos
| FATCA 8966 Software Tutorial |
FATCA 8966 Software Tutorial (Cantonese) |
FATCA 8966 Software Tutorial (Spanish) |
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| Creating a NIL Report with FATCA 8966 Pro |
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