How do I use your software to complete and file my tax return?

How do I use your software to complete and file my tax return?

Step 1: Create an Account

• Create an account by selecting a username and password at OLT.com
• Review and agree to the User Agreement.
• Print or save the username and password screen when prompted for future reference.
• Record your responses to the security questions exactly as entered, including spelling and capitalization, as they will be required for account recovery and future logins.

Step 2: Complete the Qualification Questions

• Answer a series of qualifying questions to determine whether the software can assist with your tax situation.

Step 3: Enter Your Tax Information

• Provide your personal information, including:
  • Form W-2 information
  • Dependent information
  • Income details
  • Deduction and credit information
  • Other tax-related information as applicable
• The software automatically generates the appropriate tax forms based on your entries.
• If you have all required documents available, the process typically takes about 20 minutes, depending on the complexity of your return.
• You may save your progress and return later by logging in with your username and password.

Step 4: Review Your Return

• Carefully review all information entered to ensure it is accurate and complete.
• Make any necessary corrections before proceeding.

Step 5: Submit Payment and E-File Your Return

• Select your preferred payment option and complete the payment process.
• Submit your return electronically to the IRS and, if applicable, your state tax agency.

Step 6: Confirm Submission

• Your return is not considered filed until you click the "CLICK HERE TO SEND TO IRS / STATE(S)" button.
• After successful submission, a "Thank You" page will appear confirming that your return has been transmitted.

Step 7: Track Your Return Status

• You should receive proof of acceptance within approximately 48 hours.
• If you choose direct deposit and the IRS approves your return, refunds are generally issued within 21 days, according to IRS estimates.

Step 8: Correct and Resubmit if Necessary

• In some cases, the IRS or state tax agency may reject a return for corrections.
• If this occurs, you will receive an email notification.
• Log in to your account, make the necessary corrections, and resubmit the return at no additional charge.

Step 9: Get Assistance When Needed

• If you need help, consult the knowledge base for answers to common questions.
• Customer service representatives are available to assist if you cannot find the information you need.