The Steps:

Step 1

Check your browser: TaxChopper supports Chrome 1.0+, Microsoft Internet Explorer 4.0+, Netscape 6.0+, FireFox 1.0+, Safari 1.0 and Opera 6.0+.

Step 2

Register. You should register an account for each client and their family. Although you can prepare up to 15 returns in one account, putting each family in a separate account is better.

Step 3

Enter your EFILE account information. If this is the first time you are using TaxChopper, you need to register your EFILE account information into TaxChopper; it has to be part of an EFILE return. The account information can be shared among accounts and computers.

Step 4

Purchase a package when you are ready. The number of returns you buy can be applied to returns in all your accounts.

Step 5

After you have entered a family’s information, you can view all the results on the screen or download a return. Until you have entered (or imported) your EFILE account information, you can’t generate a return. Before you pay, you can display numbers on your computer screen; after you pay, you can generate downloadable returns.

Step 6

Your client must sign form T183 before you file the tax return on his/her behalf. T183 is printed as the first two pages.

Step 7

File the return on behalf of your client.