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Jobscan > Cover Letter Writing Guide

How To Write A Cover Letter in 2024 (Expert Tips and Examples)

Here’s a comprehensive guide on how to write a cover letter that will get you noticed by recruiters.

Trusted by:

A survey revealed that 77% of recruiters prefer candidates who send in a cover letter, even if submitting it is optional. Additionally, 90% of executives consider cover letters invaluable when assessing job candidates.

So, if you think cover letters are no longer important and necessary in 2024, think again.

Here’s a comprehensive guide to help you write a cover letter that effectively sells your skills and professional experience, increases your chances of getting interviews, and gets your foot in the door.

Table of Contents

What is a cover letter and do you still need one in 2024?

A cover letter is a letter of introduction accompanying your resume that paints why you are the best person for the job, what you bring to the table, and how you can help move the company forward.

Is the cover letter dead? No! In fact, a recent study by ResumeLab revealed that 64% of job vacancies still require that you include a cover letter in your application and 83% of HR pros said that cover letters are important for their hiring decision.

The bottom line is that a cover letter is still a valuable piece of your job search collateral. Nail your cover letter and you could end up getting that dream job.

So what exactly do you need to accomplish in your cover letter?

What is the purpose of a cover letter?

According to 49% of HR managers , your cover letter is the second best way to call attention to your resume and distinguish yourself from other applicants.

So the main purpose of your cover letter is to compel the recruiter to read more about you on your resume and move you to the next part of the hiring process.

Further, according to award-winning resume expert Melanie Denny , your cover letter is your value proposition letter. It proves why you are the best candidate to address the company’s needs with the professional skills and qualifications to succeed in the job.

Here’s an example of a great cover letter:

Now let’s get into the details of what your cover letter needs to include.

Cover Letter Structure Checklist

Here’s a quick rundown of what you need to include in your cover letter.

• Contact Details Name Address (or City, State with zip code) Phone number Email address
• Greeting Whenever possible, address the hiring manager by name.
• Opening Who are you? What are your relevant skills and accomplishments?
• Body (1-2 paragraphs) What do you know about the company? Why are you applying for this job? What value can you bring to the company? Include measurable results when possible.
• Closing Reiterate your interest. Add a Call to Action. Mention any attachments. Use a professional sign-off like “Best” or “Sincerely” before your full name.

Here’s an example for the visual learners out there:

Now that you know the basics of what to include in your cover letter, let’s go through the process from start to finish to see how you can write a cover letter that will make you stand out from the rest of the candidates.

How to write a cover letter in 9 steps

It can be intimidating to try to parse down all your best qualities into a few quick paragraphs for your cover letter.

Here are 9 steps you can take to make sure you’re headed in the right direction:

Step 1. Do your research

Before writing your cover letter, thoroughly read the job description and the requirements for the job.

Melanie Denny , award-winning resume expert, likens the job description to your cover letter cheat sheet. And when checking the job description, she says you need to consider the following:

• What are the company’s priorities?
• What are their goals for the role?
• What outcomes and accomplishments in your previous roles match the goals?
• What are the key phrases and verbiage the company uses?

This will help you customize your cover letter, angle yourself and your narrative to fit the role better, and impress the hiring manager.

Try reaching out to the recruiter, hiring manager, or someone working in the company if you want more in-depth information about the company and the position you are applying for.

Step 2. Customize your cover letter for every job

Make sure your cover letter matches the job you are applying for. Writing a generic cover letter is a missed opportunity as this will not appeal to the recruiter or hiring manager. According to research from ResumeGo , 81% of HR professionals value job-specific cover letters over generic ones. Jobseekers who had tailored cover letters received a 53% higher callback rate compared to those who had no cover letter.

Remember, your cover letter is your chance to prove that you are passionate about working for a given company, so take the time to write a tailored cover letter for each position . You can do this by mentioning your skills and experience that are directly related to what’s mentioned in the job description. If you’re applying for a data analyst role that requires expertise in Microsoft Power BI, cite an example of a Power BI dashboard you built and how it helped the company.

Read our full guide: How to Optimize Your Cover Letter

Step 3. Include all of your contact info

You should make it easy for the hiring manager to reach you. In your cover letter, list these three things:

• Address (including zip code– for ATS purposes )
• Phone number with area code
• Email address
• Name of the Hiring Manager
• Name of the Company
• Address of the Company

Traditionally, your contact information is included in the upper left corner of your cover letter if you’re writing in a document. If you’re writing an email, this can be included beneath your signature at the end of the message.

Cover Letter Header Example:

Jane Jobscan Seattle, WA 98101 (555) 555-5555 • [email protected] linkedin.com/in/jane-jobscan

February 25, 2024

Lavinia Smith Hiring Manager Media Raven, Inc. Plantersville, MS 38862

Step 4. Address your cover letter to a real person

According to Melanie Denny, resume expert and President of Resume-Evolution, addressing your cover letter to a real person and addressing them by their name feels more personal and shows recruiters and hiring managers that you took time and did the research.

You can usually find the hiring manager’s name by searching the company website or LinkedIn profile, or by calling the company and asking which hiring manager is assigned to the particular position.

Once you learn the name, a simple greeting of “John” or “Hello John” is all you need.

If you can’t find the hiring manager’s name, you can use any of the following:

• Dear Hiring Manager
• Dear (Department) Team
• To whom it may concern

Read our full guide: How to Address a Cover Letter

Step 5. Write a strong opening statement

Melanie Denny suggests that you start your cover letter with a bang. This will hook the hiring manager’s interest and show them how you can be a valuable addition to the team.

Here are things you can do:

• Open with a thought-provoking question
• Make a big claim about what you can do for the company
• Say something relevant and specific to the company

For example,

“I want to bring the marketing department of Media Raven Inc. to the next level and help the company exceed goals and reach more customers as Marketing Manager.”

Step 6. Prove how your professional background and skills help the company in the body of your cover letter

Take advantage of this real estate and prove to the prospective employer how your background, values, and professional experiences position you as the best fit for what the role requires.

This is especially important if you are switching careers. Highlight your relevant accomplishments in your cover letter, showcase your transferable skills, and explain how you can help the company address its challenges and succeed.

For example:

“As the Director of Marketing at ABC Company since 2018, I directed all phases of both the creative and technical elements of marketing initiatives, including data mining, brand creation, print/web collateral development, lead generation, channel partner cultivation, customer segmentation/profiling, as well as CRM and acquisition strategies.

Perhaps most importantly, I offer a history of proven results, as evidenced by the following marketing accomplishments for my current employer:

• Captured a 28% expansion in customer base since 2018, achieved during a period of overall decline in the retail industry.
• Led national marketing campaign (comprised of trade shows, media, and PR initiatives) for my company’s newly launched technology services division
• Developed and executed SEO strategy that achieved and sustained top 3 rankings on Google (organic, nonpaid results) for key product search terms.
• Oversaw the creation of a new company logo and rebranded 100+ products to cement a cohesive corporate identity and support new company direction.”

Just like when writing a resume, your cover letter should only include the most relevant and positive information about you. To home in on the right skills and qualifications to mention, try scanning your cover letter .

Read our full guide: What Do You Put in a Cover Letter?

Step 7. Write a strong closing statement and a call to action

Use the closing of your cover letter to:

• Thank the hiring manager for their time
• Mention any attachments (resume, portfolio, samples)
• Invite to schedule an interview
• Let the hiring manager know that you will follow up

Keep the closing professional and try not to sound too eager since that can come off as desperate. You must also keep in mind the tone and personality of the company you’re communicating with.

“Given the opportunity, I’m confident I can achieve similar groundbreaking marketing results for Media Raven, Inc.

Ms. Smith, I would welcome the chance to discuss your marketing objectives and how I can help you attain them. Feel free to call me at (555) 555-5555 or email me at [email protected] to arrange a meeting. I look forward to speaking with you.”

Read our full guide: How to End a Cover Letter With a Call to Action

Step 8. End with a professional closing salutation

To finish out the closing , use a formal signature. You can use “Sincerely,” “Best,” “Regards,” “Yours,” or any other professional signoff.

Use your first and last name as your signature. If you’re sending your cover letter in the body of an email, make sure it’s your personal email account that does not list your current work signature beneath the email. Your other option is to write the cover letter in a word document, save it as a PDF, and attach it to your email.

Step 9. Optimize your cover letter for the ATS

The Applicant Tracking System or the ATS is a software that companies use to screen applications and shrink their pool of applicants. Through the ATS database, a recruiter or hiring manager can just search for specific skills and keywords and the ATS will return a list of the top candidates who match the search criteria.

To optimize your cover letter for ATS, you need to:

• Carefully read the job description
• Take note of skills and resume keywords frequently mentioned
• Incorporate these keywords into your cover letter

Read our full guide: How to Optimize Your Cover Letter to Beat the ATS

Does your cover letter pass the test?

Scan your cover letter to see how well it matches the job you're applying for. Optimize your cover letter and resume with Jobscan to get more interviews.

How to Format Your Cover Letter

A cover letter is a letter, but that doesn’t mean you should just plop everything onto the page in a stream-of-consciousness flow. After all, cover letter formats determine the order in which the hiring manager learns about you, which can significantly influence their first impression. Use the format order below as a guideline for building the structure of your cover letter.

Notice how the topics flow like a conversation? When you first meet someone, you introduce yourself, tell them your name and a little about yourself, and then leave the conversation open for future meetings.

Your cover letter is just a like having a conversation with someone for the first time. Keeping that in mind will help you to keep things simple and focus on the right information.

Below are some examples of how to format your cover letter for different types of applications.

How to format your cover letter for a job

• State your name
• Explain your work history
• Tell them what you can do for their company
• Say goodbye

How to format your cover letter for an internship

• Explain your coursework history and education
• Explain what you can gain professionally

How to format your cover letter with no experience

• Explain your skillset and character qualities that make you well-suited for the role
• Outline entry-level achievements

You can also check out our cover letter templates to help you as you write your own cover letter.

Do you want to save time and receive instant feedback on your cover letter? Check out Jobscan’s cover letter tool .

Read more : How to Write a Resume for Today’s Job Market

Cover Letter Examples

Here are some examples to help you create a cover letter that will make you stand out and give a strong first impression.

1. Internship Cover Letter Example

2. Career Change Cover Letter Example

3. Operations Manager Cover Letter Example

4. Communications Professional Cover Letter Example

5. Software Engineer Cover Letter Example

Cover Letter Do’s and Don’ts

Aside from the basic steps of how to write a cover letter, there are some things you definitely need to make sure you avoid – and things you can’t skip! Follow these do’s and don’ts for writing a cover letter, and you’ll end up with a much better result.

• Customize a cover letter for every job application that asks for one.
• Incorporate the top skills or keywords from the job description in your cover letter.
• Include the company name and address, the job title, and point of contact’s name on your cover letter.
• Incorporate relevant and compelling measurable results in your cover letter.
• Explain, briefly, any dramatic shifts in a career (i.e. you are changing industries or job titles).
• Use company information to relate your interest in the job.
• Keep your cover letter concise.
• Convey WHY you are right for the position.
• Use a cover letter unless one was requested.
• Attach a cover letter directly to your resume unless requested to do so.
• Use the same boilerplate cover letter for multiple job applications.
• Over-explain your work history, employment gaps, or qualifications – save it for the interview.
• Badmouth any of your past employers.
• Use the cover letter to complain or tell about your job search journey.
• Use non-standard formatting like tables, columns, or graphics. (ATS can’t read those and your cover letter copy might not be scannable by the system.)
• Use long paragraphs.

More Cover Letter Tips

• When emailing your cover letter, be strategic with your subject line. Never leave the subject line blank, and double-check for specific instructions in the job posting. If possible, use the email subject line to sell yourself. For example: “Experienced Software Engineer Seeks Senior Level Mobile Position.”
• Keep your cover letter brief and to the point. The hiring manager will be reading many cover letters. By carefully selecting your words and experiences to include, you can stand out from the crowd of applicants.
• Be confident. Let the hiring manager know the reasons why you deserve this position, and make yourself believe them too!
• Your cover letter should not be simply a rephrasing of your resume. Let your personality show and go into further detail about your most valuable skills and experiences.
• Do your research on the company and position before writing the cover letter. It should be customized to that specific company’s values and needs. Hiring managers can spot a generic resume from a mile away.
• Use the job posting as your guide for what topics, skills, and experience to focus on.
• The best cover letters include keywords from the job posting. Applicant tracking systems may scan your cover letter along with your resume and will be using these keywords to sort through the applicants.
• Check for spelling and grammar errors.
• Send your cover letter as a PDF to avoid readability issues and to present the most professional application package.
• Scan Your Cover Letter with Jobscan to make sure you’re checking all the boxes.

Optimize Your Cover Letter with Jobscan’s Cover Letter Scanner

In addition to resume scans, Jobscan Premium users can also scan their cover letters against a job description.

This generates a report of the top hard skills and soft skills found in the job description that should be included in your cover letter, plus additional checks for optimal length, contact information, measurable results, and more.

Here’s how it works:

Key Takeaways

Your cover letter gives recruiters, hiring managers, and prospective employers an overview of your professional qualifications and relevant accomplishments that position you as the best candidate for the job.

So you have to make your cover letter powerful and interesting enough to make the recruiter or hiring manager read your resume and move you to the next step of the hiring process.

Here are key pointers when writing your cover letter.

• Make sure you’ve read the job description and done your research about the company.
• Get to know the name of the recruiter or hiring manager so you can address your cover letter properly.
• Include relevant and measurable accomplishments in the body of your cover letter to prove to the hiring manager that you have what it takes to succeed in the job.
• Keep your cover letter short and concise.
• Your cover letter is not a substitute for your resume so don’t just copy and paste whatever is in your resume into your cover letter.

One last important reminder!

Having a strong cover letter is not enough. You also need to create a killer resume to make sure you stand out and land job interviews.

Learn more about writing a cover letter

How to Address a Cover Letter

10 Tips for Writing a Cover Letter

The Career Change Cover Letter: How to Get it Right

What Do You Put in a Cover Letter?

Is Your Cover Letter Robot-Approved?

How to End a Cover Letter with a Call to Action

Frequently asked questions, what are the different types of cover letters.

There are four types of cover letters.

• Application cover letter An application cover letter is what you send to the recruiter or hiring manager along with your resume.
• Prospecting cover letter You send this when you want to inquire prospective employers about open positions in their company or put yourself top-of-mind when they do decide to hire.
• Networking cover letter You will send this to professionals in your network in hopes of getting referrals, introductions, job search advice, and job opportunities.
• Career change cover letter This is what you send when you are switching careers or industries.

What tense should I use when writing a cover letter?

It can be appropriate to change tenses throughout your cover letter.

For example, you can explain who you are in the present tense and explain important aspects of your work history in the past tense. You can switch to future perfect tense when discussing the ways you would perform if given the position.

Think of it like this, “I am ABC, I did XYZ previously, and I look forward to doing EFG in this position.”

What to include in a cover letter

Our cover letter guidelines above explain how to write a cover letter more deeply, but in summary, you should always include your name, relevant work experience, and reasons why you are right for the job in your cover letter.

When not to include a cover letter

• When the job posting clearly states not to include a cover letter
• When you don’t have the time and energy to customize your cover letter. It’s better not to send a cover letter than to send a half-baked and mediocre one.
• When you are applying online and there is no field to upload your cover letter.
• When your cover letter has a lot of typos and errors.

What should you send first: a cover letter or a resume?

Typically, your cover letter and resume will be sent as a pair, but your cover letter is meant to be an introduction to your resume. If it is an email, use the cover letter in the body and attach your resume, otherwise, attach both.

Pro Tip: Be sure to review all instructions in the job description to follow the hiring manager’s requests.

How long should a cover letter be?

According to 70% of recruiters, a cover letter should not exceed 250 to 300 words.

Although there is no hard and fast rule about this, the ideal cover letter length should be around half a page to one full page in length to keep your message concise, clear, and easy to digest.

Should a cover letter be sent as a file attachment?

If it is not specified in the job posting, a cover letter can be sent either as an attachment (PDF is best) or in the body of an application email with your resume attached.

How to share a cover letter with a potential employer

There are several methods of sharing a cover letter with potential employers, depending on their application process.

Cover letters can be written on a document and turned into a PDF to be uploaded to a job application website or attached to an email along with your resume.

In other cases, your cover letter can simply be written in the email message to a hiring manager, with your resume attached.

How to title and save your cover letter

The key in every aspect of job applications is to make yourself an easy “yes” for your potential employer. That means making it easy for the hiring manager to keep track of your application materials for later review. With this in mind, make sure your full name and the phrase “cover letter” are included in the file label. Other helpful details might include the job title you’re applying for or the year of your application.

Here are a few examples:

• Your Name_Cover Letter_Job Title.pdf
• Cover Letter_Your Name_Job Title.pdf
• Job Title_Your Name_Cover Letter.pdf
• Your Name_Cover Letter_2024.pdf
• Cover Letter_Your Name_2024.pdf

Explore more cover letter resources

Cover Letter Formats

ATS-Optimized Cover Letter

Cover Letter Templates

Generate a personalized cover letter in as little as 5 seconds

Say goodbye to the stress of writing a cover letter from scratch. Our AI-powered cover letter generator uses GPT-4 technology to create a personalized and ATS-friendly cover letter in one click. Stand out from the competition and land more job interviews.

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Why does the setup tell me to reboot the computer?

Workstation setup locations

Can I use my CFS program on both my office and home computers?

Do I need a network license?

How do I change my address or firm name?

How do I edit my license code/firm information?

How does my license code work?

How many computers am I licensed for?

Using a License Code to access a program

What is the purpose of a network license?

Where can I find my Customer ID number?

Where can I find my license code?

Where to Find the License Agreement Screen

Why can't I call to update my firm name/address?

Why does my license code change?

Why does the installer tell me my license code is invalid?

Main Screen

About Screen

Add, edit, or delete a network user

CFS Program Interface

Calendar and Notes

Getting Started

Label Setup Options

Label/Envelope Maker

Network Utilities

Preparer/Representative Database

Selecting multiple records

Data File List

Federal/State Tax Planner

Field Details for Numeric Fields

Form 2848 - Power of Attorney

Formatting a field for SSN or EIN

How do I print to a PDF?

Module Interface

Module Library

Two ways to print from a module

Using the Editor

Release Notes

CA Sales Tax Preparer

MD Personal Property

NY Sales Tax Preparer

Small Business Tools

TaxTools WorkShop

Does CFS software save client data in the cloud?

Software licensing and piracy protection

Payroll System

1099 E-Filing

1099 E-Filing: States

1099 State Selection

Signing up for CA SWIFT

1099 E-Filing Module Overview

1099 E-Filing Step 1: Inputting Transmitter Data

1099 E-Filing Step 2: Create IRS file (FIRE or IRIS)

1099 E-Filing Step 3: IRS Submittal

1099 E-Filing Step 4: Create state file

1099 E-Filing Step 5: State Submittal

1099 E-Filing: Checking file status

1099 E-Filing: IRIS CSV Portal Combined Fed/State filing

1099 E-Filing: Navigating IRIS CSV Portal Website

1099 E-Filing: Navigating the IRS FIRE System Website

1099 E-Filing: Submitting IRIS CSV Portal corrections

1099 E-Filing: Submitting corrections via FIRE

1099 E-Filing: submitting prior year files

Adding Responsible Officials to a TCC application

Applying for FIRE Transmitter Control Code (TCC)

Applying for IRIS Transmitter Control Code (TCC)

Can the same TCC be used for both FIRE and IRIS?

Checking Size of Uploaded File

Creating an IRS FIRE account

Differences between E-Filing with FIRE and IRIS

Does CFS support the Combined Federal/State Filing program?

FIRE System Upload: Navigating to your File

Finding the exact Company Name for logging into IRS FIRE

Finding your FIRE TCC

IRS lowers E-Filing threshold to 10 information returns of any type

Logging into FIRE with Internet Explorer 6

Logging into IRS FIRE with a Company Name that matches IRS records

Printing Summaries and Reports

Uploading 1099 files to CA SWIFT website

W-2 and 1099 E-Filing: Getting Started

What to do when you receive your FIRE TCC

CA Form FTB 6274 - Waiver Request From Filing Information Returns Electronically

CA Form FTB 6274A - Extension Request to File Information Returns Electronically

Form 4419 - Application for Filing Information Returns Electronically

Form 8508 - Application for a Waiver from Electronic Filing of Information Returns

Payroll Return E-filing

Forms 941, etc.

941 E-Filing Module Overview

94x (941/940/943) E-Filing Step 1: Create Submission Files

94x (941/940/943) E-Filing Step 2: Create Transmission Files

94x (941/940/943) E-Filing Step 3: Upload File

94x (941/940/943) E-Filing Step 4: Check Ack File

94x E-Filing Common Problems (941/940/943)

ETIN: Modifying Your IRS E-Services Application to E-file Forms 94X (Forms 941, 940, etc.)

Fixing rejected files

IRS migrates e-Services login to ID.me

Opening the E-File Federal Employment Tax Returns module

Requirements to E-File Forms 94x (941/940/943)

Signature Methods

Submit a Communications Test File

When will Form 941 be released?

CA Bulk Payment Record

CA Form DE 9C - e-Services Import a CSV File

CA Forms DE 9 and DE 9C

NYS-45/NYS-1 - E-filing (Web Upload Files)

New York E-Filing Overview

Online State UI Filing Support

Online UI Filing Support from the State UI Form Module

PA UC-2/2A - UCMS FTP or File Upload Support

W-2 E-Filing

BSO User ID and Accuwage Online

W-2 E-Filing: BSO File Errors

W-2 E-Filing: States

BSO How do I know if I need to (re-) request, “SSA’s Services Suite for Employers”?

BSO changes login procedure and users must re-authenticate

Creating a Business Services Online (BSO) Account

Fixing a mistake made after e-filing W-2s

Requesting access to the SSA Services Suite for Employers on BSO website

W-2 E-Filing Step 1: Inputting Submitter Data

W-2 E-Filing Step 2: Creating an SSA File

W-2 E-Filing Step 3: SSA Submittal

W-2 E-Filing Step 4: Create State File

W-2 E-Filing Step 5: State Submittal

W-2 E-Filing: Checking the Submission Status

W-2 E-Filing: Navigating the SSA's Business Services Online Website

W2 E-Filing Module Overview

Can 1099s be filed with IRIS (Information Returns Intake System)?

Create a cover letter to send to clients after e-filing, creating form 8809 extension files.

Do I have to E-File?

Do I need formal approval from my clients to E-File for them?

E-File Format Error W2 and 1099 file name .txt

E-Filing: Copying and pasting file name and path

E-filing additional forms that weren't included in first submittal

Find Client

Find a client's E-Filing status with the Database Summary report

Finding the TCC online - Do I have a FIRE IR TCC?

Handling omitted payees when 1099's or W-2's are added after transmission

IRS FIRE System is down for maintenance for a month every winter

IRS requires existing TCC holders to complete the new IR application

Is the IRS website down?

What if I am too late to E-File?

"The current license code does not allow access..."

Do I have to buy the Payroll Network license for every Payroll System program I have?

Do I have to buy the W2/1099 program even if I have LivePayroll?

Do I need to buy the W2/1099 program and W2/1099 E-File Add-on in order to electronically file W2/1099 returns?

Do W-2, W-3, 1099, or 1096 forms need to be printed on red forms or on plain paper in black ink?

Does CFS support WA Cares Fund for Long Term Care benefits?

Does Payroll System have password protection?

Finding a report of how many forms were prepared

Hourly rate is updated but Payroll System is still calculating at old rate

How Do I ... ?

How do I fix a duplicate reporting?

Printing SSA-approved, black scannable W-2 forms

Printing SSA-approved, black scannable W-3 forms

Prior Year Electronic Filing

The modules in W2/1099 are in red text instead of black text

What's New In Payroll System

When will Form 940 be released?

When will my program be released (or when will it be updated)?

Where is the 4th Quarter 941 module?

Where's my W2/1099 program?

Why can't I access the Payroll Corrector program?

Why can't I access the W2/1099 program?

Why don't you sell Payroll System as a package?

General (used in all 4 program parts)

Copy Employee/Recipient Info to Another Form

Copy Employee/Recipient to Another Client

Export Information Returns to CSV File

Export State Employee Wage Listing

Export client list to Excel

How to move CFS program Clients to a new computer (not a network)

Import last year's 1095-B/1095-C As Is

Importing CSV files into Payroll System

Importing payroll or 1099 data from Excel

Importing prior year clients/payees/preparers/labels

Merge different employees into an employer

Move employee/recipient to another client

Payroll System QuickBooks Import

Restoring a deleted employee

Transfer Payroll Data to W-2

Transfer Vendor Payment Data to CA Form 592-B

Transfer Vendor Payment Data to Form 1099

Transfer W-2 data to W-2c from current or prior years

Database Maintenance

Payroll System Database Reconstruction

Repair Client Database

Special Database Recovery Detail Instructions

Special Database Recovery Overview

Affordable Care Act: Notice to Employee of Coverage Options

CA Form DE 1 - Commercial Employer Account Registration and Update Form

CA Form DE 1 HW - Employers of Household Workers Registration and Update Form

CA Form DE 1245W - E-File and E-Pay Mandate Waiver Request

CA Form DE 2251A - Affidavit of Mailing

CA Form DE 34 - Report of New Employee(s)

CA Form DE 4 - Employee's Withholding Allowance Certificate

CA Form DE 48 - Power of Attorney

CA Form DE 542 - Report of Independent Contractor(s)

CA Form DE 89 - Employer of Household Worker Election Notice

Cover Letter

Fax Transmission Cover Sheet

Finding 2nd Quarter Form 941

Florida Form RTS-3, Employer Account Change Form

Form 1094-B / 1095-B

Form 1094-C / 1095-C

Form 2848 - Power of Attorney and Declaration of Representative

Form 8809, Application for Extension of Time To File Information Returns

Form 8821, Tax Information Authorization

Form 8822-B - Change of Address - Business

Form 8952 - Application for Voluntary Classification Settlement Program (VCSP)

Form I-9, Employment Eligibility Verification

Form SS-4 - Application for Employer Identification Number

Form W-4 - Employee's Withholding Allowance Certificate

Form W-9 - Request for Taxpayer Identification Number and Certification

Invoice Generator

NY Form DTF-95 - Business Tax Account Update

NY Form DTF-96 - Report of Address Change for Business Tax Accounts

NY Form POA-1 - Power of Attorney

NY Form TR-2000 - E-ZRep Tax Information Access and Transaction Authorization Form

Paycheck Withholding Calculator

Statement of Account

Withholding Tax Rate Tables

Program Operation and Utilities

Active/Inactive Employees/Recipients

Adding employers and payers to the Client List

Calculation Methods

Client List Options

Client Status Fields

Create a copy of a client

Deleting an employee or a form

Displaying client details in the Client List

Employee/Recipient Options

End User License Agreement (EULA) Screen

Find Employees/Recipients

Firm/License Information Screen

Import Prior Year W-2/1099 for E-filing Purposes

Network Utilities (Network Version Only)

Payroll Client Folder

Payroll Client List

Payroll Firm/License Information Screen

Payroll Getting Started

Payroll Label/Envelope Maker

Payroll Module Interface

Payroll Module Library

Payroll System Overview

Printing a Custom Report displaying active employees

Report Viewer Screen

Restore Backed-Up Data

Restore Deleted Clients

Selecting employees

Components of Payroll System

Payroll (ATF and Live)

LivePayroll

After-the-Fact Payroll is included in LivePayroll

Blank Check Setup

Can users submit tax liability payments through the direct deposit feature in CFS LivePayroll software?

Check Printing Supplies

Correcting 941 for missing ERC (Employee Retention Credit)

Creating a local rate schedule file

Direct Deposit Error code: 3

Direct Deposit in LivePayroll

Gross-up for All Taxes and Deductions

Illustrated examples of Direct Deposit scenarios

Live Payroll Setup utility

LivePayroll Overview

LivePayroll vs. After-the-Fact Payroll

NatPay Info

Paying 1099 recipients by Direct Deposit

Print Payroll Checks or stubs

Reprint, Modify or Delete a Check that has already been printed

Setting up a progressive or rate schedule tax

Setting up employee withholding

Setting up employers and employees in LivePayroll

Setting up hourly employees

Setting up local withholding tax

Setting up vacation & sick leave

Typical Examples of Vacation/Sick Leave Policy Settings for Hourly and Salaried Employees

Vacation and Sick Leave in LivePayroll

Vacation/Sick Leave Employee Setup

Vacation/Sick Leave Overview

Vacation/Sick Leave Policy Setup

Vendor Check Utilities

Workers' Compensation Information

Workers' Compensation Report Setup

Workers' Compensation Setup

941-X - Simplest Procedure to add ERC (Employee Retention Credit)

Arizona AZFSET Web File for Withholding Return Filing

Arizona Form A1-APR - Annual Payment Withholding Tax Return

Arizona Form A1-QRT/A1-WP - Quarterly Withholding Tax Return

Arizona Form UC-018/020 Quarterly Unemployment Tax and Wage Report

Arizona Forms A1-R - Annual Withholding Reconciliation Return

CA EDD e-Services File Attachment

CA Form 592 - Resident and Nonresident Withholding Statement

CA Form 592-B - Resident and Nonresident Withholding Tax Statement

CA Form DE 3B HW - Employer of Household Worker(s) Quarterly Report of Wages and Withholdings

CA Form DE 3HW - Employer of Household Worker(s) Annual Payroll Tax Return

CA Form DE 88 - Payment Coupon

CA Form DE 9 - Quarterly Contribution Return and Report of Wages

CA Form DE 9C - Quarterly Contribution Return and Report of Wages (Continuation)

CO Form DR 1094 - Colorado W-2 Wage Withholding Tax Return

CO Form DR 1107 - 1099 Income Withholding Tax Return

CO Form UITR-1 - Your Quarterly Report of Wages Paid and Premiums Owed

CT Form CT-941 - Employer Quarterly Reconciliation of Withholding

CT Form CT-W3 – Connecticut Annual Reconciliation of Withholding

CT Form UC-2/5A/5B - Employer Contribution Return and Quarterly Earnings Report

CT UC-2/5A/5B - Bulk File Upload Support

FL Form RT-6 - Electronic Filing Instructions

FL Form RT-6 - Florida Quarterly Reemployment Compensation and Wage Report

FL Form RT-6 Electronic Filing Error Codes

Form 8453-EMP - E-file Declaration for Employment Tax Returns

Form 8655 - Reporting Agent Authorization

Form 8655 Reporting Agent List

Form 8879-EMP - E-file Authorization for Employment Tax Returns

Form 940 - Employer's Annual Federal Unemployment (FUTA) Tax Return

Form 941 - Employer's Quarterly Federal Tax Return

Form 943 - Employer's Annual Tax Return for Agricultural Employees

Form 944 - Employer's Annual Federal Tax Return

Form 945 - Annual Return of Withheld Federal Income Tax

Generic State Quarterly Unemployment Compensation and Wage Report

Georgia Form DOL-4N – Employer's Quarterly Tax and Wage Report

Georgia Form G-7 – Employer’s Quarterly Return For Monthly Payers and Voucher GA-V

Georgia Form G-7 – Employer’s Quarterly Return For Quarterly Payers

IL Form UI-3/40 - Employer's Contribution and Wage Report

IL Forms IL-941/IL-501 - Employer's Quarterly Withholding Income Tax Return

Instructions for Completing Employer Payroll Form WR-30

MD Forms DLLR/DUI 15/16 - Maryland Unemployment Insurance Quarterly Contribution and Employment Reports

MD MW506/MW506M - Employer's Return of Income Tax Report

MD MW508 - Annual Employer Withholding Reconciliation Return

MI Form 5080 - Sales, Use and Withholding Taxes Monthly/Quarterly Return (and Form 5095)

MI Form 5081 - Sales, Use and Withholding Taxes Annual Return

MI UIA 1028 - Employer's Quarterly Wage/Tax Report

Missouri Form MO-941 – Employer's Return of Income Taxes Withheld

Missouri Form MODES-4 – Quarterly Contribution and Wage Report

NC Web File Upload for Form NC-3

NJ-927 and WR-30 E-Filing Acknowledgement File

Nevada Form RPT3795/NEW0098 – Employer's Quarterly Contribution and Wage Report

New Jersey Form NJ-927/NJ-927-W and Form WR-30 E-Filing

New Jersey Form NJ-927/NJ-927-W/WR-30, Employer's Quarterly Report

New York Form MTA-305, Employer's Quarterly Metropolitan Commuter Transportation Mobility Tax Return

New York Form NYS-1, Return of Tax Withheld

New York Form NYS-45, Quarterly Combined Withholding, Wage Reporting and Unemployment Insurance Return

North Carolina Form NCUI-101, Employer's Quarterly Tax and Wage Report

North Carolina Withholding Forms

Payroll Deposit Records

Pennsylvania Form UC-2 – Employer's Report for Unemployment Compensation

South Carolina Form WH-1601, Withholding Tax Coupon

South Carolina Form WH-1605, SC Withholding Quarterly Tax Return

South Carolina Form WH-1606, SC Withholding Fourth Quarter/Annual Reconciliation

TN Form LB-0456/0851, Quarterly Unemployment Premium and Wage Report

Texas Forms C-3/C-4, Employer's Quarterly Report

UT Form 33H - File Upload Instructions

UT Form TC-941-E - File Upload Instructions

Utah Form 33H/33HA, Utah Employer Quarterly Wage List and Contribution Report

Utah Form TC-941-E, Utah Withholding Return

Utah Form TC-941PC, Payment Coupon for Utah Withholding Tax

VA Web Upload for Return Filing

Virginia Forms VA-5, VA-6, VA-15, VA-16

Virginia Forms VEC-FC-20/21 – Employer's Quarterly Tax Report

Washington State Form F212-055-000 - Quarterly Report for Industrial Insurance

Washington State Forms 5208A and 5208B, Employer's Quarterly Tax and Wage Detail Reports

Wisconsin Form UCT-101 and UC-7823-E, Quarterly Contribution Report and Quarterly Wage Report

Add FUTA Only Adjustment

Add State UI Adjustment

Adding or editing vendors

Auto – Personal Use

Choose between entering paychecks by payee or by date

Cost of Employer Sponsored Health Coverage

Custom Payroll Journal

Customizing the Payroll Data Grid with the Options button

Deduction Items

Employee/Payee Reports

Entering vendor payments

Garnishments

Gross-up for Employer Paid FICA

Gross-up for Employer Paid FICA and CA SDI

Health Insurance Compensation for 2% Owners of S-Corps

Health Savings Account (HSA)

Income Items

New Jersey Payroll Setup

Opening the Payroll Data Grid

Paycheck Utilities

Payroll Data Grid shortcuts

Payroll Diagnostics

Payroll Summary Reports

Reordering the columns on the Payroll Data Grid

S Corp Paid Medical Insurance

Setting up paycheck items

Show/Hide Payee Info in Payroll Data Grid

State Roth IRA

Add paycheck item for calculating NY SDI

Creating paychecks for a multi-state employee

Setting up an employer with employees in multiple states

Payroll Corrector

CA Form DE 678 - Tax and Wage Adjustment

CA Form DE 9ADJ - Quarterly Contribution and Wage Adjustment Form

Form 941-X – Adjusted Employer's QUARTERLY Federal Tax Return or Claim for Refund

Form 943-X – Adjusted Employer's ANNUAL Federal Tax Return for Agricultural Employees or Claim for Refund

Form 944-X – Adjusted Employer's ANNUAL Federal Tax Return or Claim for Refund

Form 945-X – Adjusted Annual Return of Withheld Federal Income Tax or Claim for Refund

Form W-2c and W-3c

MI Form 5082, Sales, Use and Withholding Taxes Amended Annual Return

MI Form 5092, Sales, Use and Withholding Taxes Amended Monthly/Quarterly Return

New York Form NYS-45-X, Amended Quarterly Combined W/H, Wage Reporting and UI Return

W-2c Summary Reports

Can Form 941-X be E-Filed?

Do I need Payroll Corrector to correct e-filed returns?

Does Payroll Corrector correct prior year's forms?

AZ Form A1-T - Withholding Transmittal of Wage and Tax Statements

CFS Form Order Worksheet

CO Form DR 1093 - Annual Transmittal of State W-2 Forms

CO Form DR 1106 - Annual Transmittal of State 1099 Forms

CT Form CT-1096 – Connecticut Annual Summary and Transmittal of Information Returns

CT Form CT-W3 or CT-1096- CSV File Upload Instructions

DE WTH-REC - Annual Withholding Reconciliation Statement (for e-file only)

DE WTH-REC - CSV File Upload Instructions

Form 1096 - Annual Summary and Transmittal of US Information Returns

Form 1098 - Mortgage Interest Statement

Form 1098-T - Tuition Statement

Form 1099-A - Acquisition or Abandonment of Secured Property

Form 1099-B - Proceeds From Broker and Barter Exchange Transactions

Form 1099-C - Cancellation of Debt

Form 1099-DIV - Dividends and Distributions

Form 1099-INT - Interest Income

Form 1099-MISC - Miscellaneous Information

Form 1099-NEC - Nonemployee Compensation

Form 1099-PATR - Proceeds from Broker and Barter Exchange Transactions

Form 1099-R - Distributions From Pensions, etc.

Form 1099-S - Proceeds From Real Estate Transactions

Form 1099-SA - Distributions from an HSA, Archer MSA, or Medicare Advantage MSA

Form W-2 and W-3

Form W-2G - Certain Gambling Winnings

GA Form G-1003 - CSV File Upload Instructions

GA Form G-1003 – Income Statement Return

ID Form 967 -Idaho Annual Withholding Report

MO Form MO W-3 - Transmittal of Tax Statements

NJ Form NJ-W-3 - Reconciliation of Tax Withheld

North Carolina Form NC-3, Annual Withholding Reconciliation

OR Form OR-WR- Electronic Filing Instructions

Ohio IT 3, Transmittal of W-2 and 1099-R Statements

Oregon Form OR-WR – Annual Withholding Tax Reconciliation Report

PA Form REV-1667 - Annual Withholding Reconciliation Statement

PA Form REV-1667 - CSV File Upload Instructions

South Carolina Form WH-1612 – Transmittal Form for W-2s or 1099s Submitted by Paper

West Virginia Form WV/IT-103 - Withholding Year End Reconciliation

What is the difference between 1099-MISC and 1099-NEC?

Can forms be printed to separate PDF files for each recipient?

Create IRS Bulk TIN Matching File

Create SSN Verification Upload File

Mask an employee's SSN/TIN on printed payee statements

Printer Alignment

Printing Information Returns

Read IRS Bulk TIN Matching Results File

W-2/1099 Summary Reports

W2/1099: Transferring data between 1099-MISC form and 1099-NEC form

Reconcile W-2s with 941

Which forms/envelopes are compatible with CFS W2/1099 Software?

Specialized Programs

Import District Codes and amounts into Form 401 Schedule A

Forms Library

Forms Library is now part of TaxTools

CT Form OS-114 - Sales and Use Tax Return

Form FT-945/1045 - Sales Tax Prepayment on Motor Fuel/Diesel Motor Fuel Return

Form ST-809 - New York State and Local Sales and Use Tax Return for Part-Quarterly (Monthly) Filers

NY Form FT-943 - Quarterly Inventory Report by Retail Service Stations and Fixed Base Operators

NY Form ST-100 - New York State and Local Quarterly Sales and Use Tax Return

NY Form ST-101 - New York State and Local Annual Sales and Use Tax Return

NY Form ST-810 - New York State and Local Quarterly Sales and Use Tax Return for Part-Quarterly (Monthly) Filers

Changes with Fill-N-Print

Fill-N-Print Discontinued

Quick Reference Guide

Tax Corresponder

W-4 Calculator

Add your own PDFs to a Client's Files folder

Browse or search through all Toolboxes

Client password protection

Customize how a Client's Files are listed

Downloading IRS PDF forms

Filtering clients based on the selected Toolbox

Free tools inside TaxTools WorkShop

Integrated knowledge base

Managing inactive clients

PowerTools interface

Removing client password protection

Search for clients, client's files, and tools

Setting automatic backups

Switching products using the Toolbox pulldown

Tagging clients

All sales/property tax products can be found in the Sales and Property Tax toolbox

Carry files over to next year

Change screen font size

Check for TaxTools WorkShop updates

Connecting to an Existing Network Database

Copy Data Between Single User and Network

Creating a new network database

Deleting Clients

Firm Information Screen

How do I add email addresses or usernames for other users to grant them access to TaxTools WorkShop?

Importing clients from a CSV file

Importing clients from other CFS software into TaxTools WorkShop

Importing from Lacerte

Importing from older programs

Installation Instructions

Introduction to TaxTools WorkShop

Peforming a manual backup

Restoring from a .clad file

Rolling over client data

Running TaxTools WorkShop in the Windows Notification Area

Sorting and filtering by Client Code

Switching Between Single-User Mode and Network Mode

Using an email address to access a program

Automatically extend subscriptions

Buying a subscription

Network upgrades and additional users

Partial-month subscription credit

Individual Tax Planner

Dependent Care Expenses

CA Form 100, California Corporation Franchise or Income Tax Return

CA Form 100-ES, Corporation Estimated Tax

CA Form 100S, California S Corporation Franchise or Income Tax Return

CA Form 3519 - Payment for Automatic Extension for Individuals

CA Form 3520-BE, Business Entity or Group Nonresident Power of Attorney Declaration

CA Form 3520-PIT, Individual or Fiduciary Power of Attorney Declaration

CA Form 3520-RVK, Power of Attorney Declaration Revocation

CA Form 3522 - LLC Tax Voucher

CA Form 3525 - Substitute W-2, etc...

CA Form 3533 - Change of Address for Individuals

CA Form 3533-B - Change of Address for Businesses, Exempt Organizations, Estates and Trusts

CA Form 3534 - Tax Information Authorization

CA Form 3535 - Tax Information Authorization Revocation

CA Form 3536 - Estimated Fee for LLCs

CA Form 3537 - Payment for Automatic Extension for LLCs

CA Form 3538 - Payment for Automatic Extension for LPs, LLPs, and REMICs

CA Form 3539 - Payment for Automatic Extension for Corporations and Exempt Organizations

CA Form 3563 - Payment for Automatic Extension for Fiduciaries

CA Form 3567 - Installment Agreement Request

CA Form 3840 - California Like-Kind Exchanges

CA Form 4905 BE, Offer in Compromise Application – BE

CA Form 540-ES, Estimated Tax For Individuals

CA Form 541-ES, Estimated Tax For Fiduciaries

CA Form 565, Partnership Return of Income

CA Form 568, Limited Liability Company Return of Income

CA Form 593 - Real Estate Withholding Statement

CA Form 8454 - e-file Opt-Out Record for Individuals

CA Form DE 999A, Offer in Compromise Application

Form 656, Offer in Compromise

Troubleshooting

"Initial Validation Failed"

"Invalid user settings"

"Offline mode has expired"

"The program failed to initialize. Please re install the program."

"The program is already running"

Error: "An internet connection was not found"

Error: "The program cannot connect to the CFS server"

Finding or changing the Network Data Path

Import prior year 571s created in TaxTools WorkShop

Licensed software is stuck in demo mode

Mapped drives aren't visible

Recover Missing Clients

Remove All Client Locks

Repair Classic Client Database

Sending diagnostic logs to tech support

TaxTools WorkShop freezes on startup

Troubleshooting internet connectivity

User Account Control (UAC) message: "Do you want to allow this app to make changes to your device?"

View and send error logs

Adding a custom logo to worksheets

Silently install TaxTools WorkShop

"Cannot find associated company information" on IRS FIRE

"Download failed" error

"Error 9 Subscript Out Of Range" when trying to 'Add/Edit Payroll Data'

"Exceeded maximum amount" with respect to Social Security and CA SDI withholdings

"Information provided is not correct" when logging into FIRE

"Not Saved" message when saving Firm Information

"Not saved" message when entering or exiting program

"OCX File Missing" or "OCX File Not Registered" error after updating Windows

"Payroll is locked" when attempting to update

"Registration file not found at the network"

"Small Fonts and Sans Serif can't be found" when Starting Program

"The feature you are trying to use..."

"The uploaded file contains one or more errors"

"This app can't run on your PC"

"This client is currently locked by another user. Access is denied."

"Unable to open infobase"

"User ID or Password Invalid" when attempting to log into IRS FIRE system

After installation the desktop shortcut icon is wrong or missing

CD install fails with message "Previous installation not found"

CFS Setup runs another vendor's installer

CFSSTRT: Program <File Name> was not Found in Folder <Folder Name> - Install may be Necessary

Component Not Registered or Component Missing error

Data Directory Invalid error

Error 1004: Error Accessing Database

Error 105: The transmission was unsuccessful

Error 12007 "Name not resolved" on Update from the Web

Error 12029 "Cannot Connect" on Update from the Web

Error 12031 when Downloading

Error 16 when Printing Form

Error 1706: No valid source could be found for product ( ). The Windows Installer cannot continue.

Error 2018: Page margins are too large, can't run report

Error 2019 when Printing Report

Error 3022 in Payroll System

Error 3031 when Restoring Payroll Data

Error 3045 in Payroll System

Error 3049 in Payroll System

Error 3050 in Payroll System

Error 3051 in Payroll System Network Installation

Error 3051 when Restoring Payroll Data

Error 3051: The Microsoft Jet database engine cannot open the file...

Error 3075 in Payroll System

Error 3078: The Microsoft Jet database engine cannot find...

Error 3112 in Payroll System

Error 3265: "Item not found in this collection"

Error 32765 when printing

Error 3343 in Payroll System

Error 339 "File is not correctly registered" During Install

Error 339: CSCMD32.OCX etc failed to self-register

Error 339: THREED32.OCX is not correctly registered

Error 339: VSSPELL6.OCX failed to self-register

Error 339: component missing or not properly registered

Error 3421 when Restoring Data

Error 35756 when Starting Program

Error 35761 when Attempting to Update

Error 35764 when Attempting to Update

Error 3633 when Starting Payroll System

Error 3800 in Payroll System

Error 380: Invalid property value

Error 381: Invalid property array index

Error 400: Form already displayed; can't show modally

Error 429 when Printing Form

Error 429: ActiveX component cannot create object

Error 429: You don't have an appropriate license to use this functionality

Error 48 and Error 3265: Trouble loading DLL

Error 480: Can't create AutoRedraw image

Error 482 when Trying to Print

Error 484 when Trying to Print

Error 5001 on Installation

Error 5003 during Print Preview

Error 52: Bad file name or number

Error 53: File Not Found

Error 5: Invalid procedure call

Error 62: "Input past End of File"

Error 63 and Error 380

Error 6: Overflow

Error 7 when Starting Program

Error 70: Permission Denied

Error 75: Path/File Access Error

Error 9 and Error 381

Error 9 and Error 63

Error 94 - Invalid Use Of Null: When Trying To Add/Edit Payroll Data

Error Message: "A previous version of [program] was not found..."

Error Message: "Not a Valid Win32 Executable"

Error Message: "Version of the application could not be determined"

Error Message: "Zip file damaged"

Error TX4OLE invalid property value 1-900

Error Using Font - There was an error using the font OCR-ACFS [Payroll System Only]

Error: "Installed Version Could Not Be Determined"

Form is missing text and/or graphics (boxes, shading and lines)

Forms print on both sides of the paper

Importing Data from the Prior Year: Only Client Demographic Data is Imported, No Client Folder Data is Imported

Install / Uninstall: Setup Runs Another Vendor's Installer

Installer's Repair option freezes on EXE files

MICR Font Not Installed - The MICR font necessary to print on blank check stock is not installed

Mapped network drives are not visible during installation

Message During Automatic Backup: Change Backup Location - The Specified Location Cannot Be Used For The Backup

Message that something "needs to be installed" or "is on CD"

Modules do not load and no error is displayed

Move Data Process Errors

OCR-A (or OCR-ACFS) font is not properly installed

Printing paychecks freezes Payroll System

Printouts are crunched into a small area at the top of the paper

Program Crashes Without Error Message when Printing

Program freezes after displaying Error 52: "Bad file name or number"

QBXML Query Response Error

Setup Stalls During Full Install

Still Running Old Version after Update

The top of the window is off screen

Update Setup Reports File Is Locked

Update Setup Stalls

When printing red forms all pages are blank

Your Network Data Is Read-Only

A client's file is not on the list of those that can be E-Filed

Can't scroll down to see all clients on the Step 2 tab of e-filing

IRS website is unresponsive

• ​Program Instructions
• ​Payroll System
• ​E-Filing

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An unofficial, civil, and helpful community to discuss filing your taxes with Intuit TurboTax.

How to I completely cancel an amendment and view the turbo tax UI for the original submission

- I filed 2022 taxes successfully in TurboTax.

- I wanted to see what a certain change to remove an account would make to my taxes, so with no intention of actually submitting an amendment, I clicked amend, and removed some accounts in a fake amended return. This fake amendment was never submitted.

- I clicked cancel amendment on the left side

I thought that canceling the amendment would make it like the amendment never happened.

However, my capital loss carryover for the 2023 tax year is all messed up, and did not carry over properly, since my fake amendment still appeared to affect what turbo tax thought happened in 2022. (even though I never filed it, and in fact "canceled" it in turbo tax - though this cancelation didn't seem to fully cancel it).

Is there a way to reset things such that the amendment never existed, so that my capital loss (and any other hidden carryovers) are carried over properly to 2023?

I just want to go back to my original 2022 officially filed return, so that 2023 and onwards have all the carryovers properly applied.

I can click download/print return, and this seems to get a .pdf of my 2022 original/officially filed tax return, but the capital loss carryovers are still all messed up for 2023, so turbo tax still thinks my 2022 fake amendment is the source of truth for 2022 data, even though I tried to cancel it.

I've tried just re-adding the removed accounts to the fake amendment, to match my original return, but the capital loss carryovers do not appear to apply to my 2023 return.

Any help appreciated.

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How to Contact TurboTax

Last Updated: July 13, 2024

This article was co-authored by wikiHow staff writer, Hunter Rising . Hunter Rising is a wikiHow Staff Writer based in Los Angeles. He has more than three years of experience writing for and working with wikiHow. Hunter holds a BFA in Entertainment Design from the University of Wisconsin - Stout and a Minor in English Writing. This article has been viewed 29,155 times. Learn more...

TurboTax is an easy service you can use to file taxes online. However, if you run into a problem or have a question, you may need to reach out to a specialist. You can try calling customer service at (888) 777-3066, but if you still need further help, you can use the website or mobile app to get more detailed feedback. Once a specialist is on the line, you’ll be able to work through any problem you’re having!

Reaching out on the Website

• You can access the TurboTax site here: https://turbotax.intuit.com/ .

• You can also access the Contact Us page here: https://support.turbotax.intuit.com/contact/ .
• If you’re still on the TurboTax home screen, look for the “Help” option in the menu bar of the website.

• For example, if you have a question about filing a W2, type in “How do I add a W2?” in the text box.

Tip: Click the “Show me some examples” option to get ideas of what questions you can type in.

• The TurboTax helpline is available from 9 AM to 5 PM PST.

Contacting Support through the App

• The TurboTax app is available through the Android and iOS app stores.

• Keep your question under 170 characters since that’s the limit of the text box.

• Allow the TurboTax app to access to your microphone so you can talk with the specialist.

Warning: The “Connect Me” screen-sharing feature requires TurboTax Deluxe and cannot be accessed with the free edition. However, you can still provide a call-back number through the app.

Expert Q&A

• If you need additional assistance after trying to contact TurboTax, you can call (800) 446-8848 or (888) 777-3066 to reach general customer assistance toll-free. Thanks Helpful 0 Not Helpful 0

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• ↑ https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

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1 Tax Associate Cover Letter Example

Tax Associates excel at navigating complex tax regulations, meticulously analyzing financial data to ensure compliance and optimize tax benefits. Similarly, your cover letter is your chance to meticulously present your skills, experiences, and dedication to detail, demonstrating your ability to navigate the complex landscape of job applications. In this guide, we'll delve into the best cover letter examples for Tax Associates, helping you to craft a compelling narrative that highlights your expertise.

Cover Letter Examples

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The best way to start a Tax Associate cover letter is by addressing the hiring manager directly, if their name is known. Then, introduce yourself and briefly mention your current role or most relevant experience. For example, "Dear Mr. Smith, I am currently a Tax Associate at XYZ firm with three years of experience in corporate and individual taxation." This approach immediately establishes your credentials and shows you've done your research about the company. It's also important to express your enthusiasm for the role you're applying for, which shows your interest and motivation.

Tax Associates should end a cover letter by summarizing their interest in the role, reiterating their relevant skills, and expressing enthusiasm for the opportunity. It's important to thank the reader for their time and consideration. A strong closing statement could be: "I am excited about the opportunity to bring my unique blend of skills and experience to your firm and am confident in my ability to provide high-quality tax services. Thank you for considering my application." After the closing statement, they should include a professional sign-off such as "Sincerely" or "Best regards," followed by their full name. It's also recommended to include their contact information below their name for easy reference. This ending is professional, concise, and shows eagerness for the role, which can leave a positive impression on the hiring manager.

A Tax Associate's cover letter should ideally be about one page in length. This is because hiring managers often have numerous applications to go through and a concise, well-written cover letter can effectively communicate your skills and experiences without being too lengthy. It's important to keep your cover letter focused and relevant to the position of a Tax Associate, highlighting your specific skills and experiences in tax preparation, compliance, and advisory services. Remember, the goal of the cover letter is to entice the hiring manager to read your resume and consider you for an interview, not to detail every aspect of your career history.

Writing a cover letter with no experience as a Tax Associate can seem challenging, but it's important to remember that everyone starts somewhere. Here's how you can approach it: 1. Start with a strong introduction: Begin your cover letter by introducing yourself and expressing your interest in the Tax Associate position. Mention where you found the job posting and why you are interested in this particular role. 2. Highlight relevant skills: Even if you don't have direct experience as a Tax Associate, you likely have skills that are relevant to the job. This could be from your education, internships, part-time jobs, or even volunteer work. For example, if you have strong analytical skills, attention to detail, or experience with financial software, these are all worth mentioning. 3. Showcase your education: If you are a recent graduate, your education is particularly relevant. Highlight any courses you took that are related to taxation, accounting, or finance. If you had a high GPA, made the Dean's List, or received any academic awards, you can mention these as well. 4. Discuss your passion for the field: Employers want to hire people who are passionate about their work. Discuss why you are interested in taxation and how you plan to build a career in this field. This could be based on a class you took, a professor who inspired you, or even a personal experience. 5. Show your willingness to learn: Since you don't have experience, it's important to show that you are eager to learn and grow in this role. Mention any relevant certifications you plan to pursue or professional organizations you plan to join. 6. Close with a strong conclusion: In your closing paragraph, reiterate your interest in the role and your eagerness to contribute to the company. Thank the employer for considering your application and express your hope for the opportunity to further discuss your qualifications. Remember to keep your cover letter concise, professional, and free of errors. Tailor it to each job you apply for, focusing on the skills and experiences that are most relevant to the job description.

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I got a letter or notice from the IRS

By turbotax • 28 • updated 3 weeks ago.

A letter or notice from the IRS doesn’t necessarily mean you're being audited. Some don't even require a response.

The IRS sends notices and letters for the following reasons:

• You have a balance due.
• You're getting a larger or smaller refund.
• You need to verify your identity.
• The IRS needs more info about your return.
• The IRS changed your return.
• Processing your return has been delayed.

Addressing your letter as soon as you receive it could prevent further IRS contact or examination. Look in your IRS letter or notice, and select the corresponding number below for more information about what to do next.

Other common letters

• 12C (Form 8962)

If you don't see your notice listed here, go to IRS Notice or Letter page .

What if I purchased Audit Defense?

Check out our article I bought MAX or PLUS and now I'm being audited for more info.

TurboTax Audit Support Guarantee

Our TurboTax Audit Support Guarantee gives you free audit guidance from a trained tax professional to help you understand your IRS notice and answer all your audit-related questions.

When you file your taxes with these TurboTax products , you get:

• One-on-one  audit guidance from an experienced tax professional;
• Year-round answers  to your audit questions; and
• Assistance  with what to expect and how to prepare for the audit.

To get started, visit our Audit Support Center .

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