video1.0<iframe src="https://www.loom.com/embed/1555fb907d1a48a9915062e8ef2adc8b" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/1555fb907d1a48a9915062e8ef2adc8b-6595caf068ae4143.gif1284.861In this video, I break down the process of manually completing a tax return for a client who didn't upload their documents through TaxPass. I walk through entering personal information, verifying details, and adding income, using John Morales as an example. I emphasize the importance of accurate bank information for direct deposit and the need for audit protection. I also request viewers to ensure they ask clients for necessary documents and signatures promptly. By the end of the video, I highlight that the return is ready to transmit to the IRS once all steps are completed.