Simpro Tax Solutions | fSupport
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Simpro Tax Solutions
Support center

Trusted support and honest answers
for a less stressful tax season

Whether you're troubleshooting an issue or just have a quick question, our team and knowledge base have you covered.

Our support team

Key dates this season

  • IRS e-file opens: Not yet announced by the IRS (typically announced in January - the 2026 season opened Jan 26, 2026). Check back here once confirmed.
  • PTIN renewal deadline: Dec 31, 2026 to be active for the 2027 season. Renewal opens mid-October 2026.
  • Bank product cutoffs (Refund Advantage / TPG / Republic): Vary by provider and change yearly - confirm with your bank product rep. Our Team: update this line once dates are confirmed.

Support hours: Monday-Friday, 9am-6pm ET  |  Ticket response time: within 1 business day

Try this first

  • Clear your browser cache and try logging in again
  • Confirm your EFIN is active
  • Double-check your onboarding form was submitted and approved
  • Use the correct login link for your software - see Resourceful links below

Known limitations (not bugs)

  • State e-file acceptance can lag a day or two behind federal - this is normal processing time, not an error on your end
  • Refund status won't appear in the IRS "Where's My Refund" tool until the return is fully processed - this can take longer during peak weeks
  • Bank product deposit timing follows your provider's schedule (Refund Advantage / TPG / Republic), not ours - contact them directly for exact timing
  • Our Team: replace this list with your specific set of common non-bug questions as they come up this season
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Live chat

Talk to a specialist in real time, Monday-Friday 9am-6pm ET. Look for the blue chat icon in the bottom left corner of your screen to get started.

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Submit a ticket

For detailed or account-specific issues. We reply within 1 business day.

Open a request →
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Resourceful links

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Chat with Hope

Hope, our AI assistant, is available 24/7 right here on this page. Ask a question outside of office hours and get a quick answer without waiting for the next business day. Just click the blue chat icon in the bottom left corner of your screen to start chatting.

New preparer checklist

Work through these in order to get fully set up.

  1. Agreement signed
  2. Onboarding form completed
  3. Make sure PTIN is active
  4. Software access received
  5. Mighty Networks app installed (Dream Builders Network)
"Less guessing, more time on the returns that matter — that's the goal."
Tax Academy

Tax Academy Class Schedule

Fall 2026 · Tuesday & Wednesday · 6:00–8:00 PM · Class Dates: October 20 – November 18, 2026
Diamond Eagle — in person at Stroudsburg with Odetta Miller · Simpro — on Zoom with Twyla Cohen

Core Course — Ten Class Nights

Week 1
Tue, Oct 20
Tax Forms & Document Overview
Chapters 1 & 2 — Filing Information and Filing Status Overview
6:00–8:00
Wed, Oct 21
Chapter 3 — Dependents
6:00–8:00
Week 2
Tue, Oct 27
Chapter 4 — Wages, Salaries, Tips & Other Income
6:00–8:00
Wed, Oct 28
Chapter 5 — Withheld Taxes, Interest, Dividends & Capital Gains
6:00–8:00
Week 3
Tue, Nov 3
Chapter 6 — Retirement & IRAs
6:00–8:00
Wed, Nov 4
Chapter 7 — Standard Deduction, Itemized Deductions & Income Tax
6:00–8:00
Week 4
Tue, Nov 10
Chapter 8 — Earned Income Credit
Chapter 9 — Child Tax Credit, ACTC & Other Dependent Credit
6:00–8:00
Wed, Nov 11
Chapter 10 — Higher Education
Chapter 11 — Other Credits & Due Diligence
6:00–8:00
Week 5
Tue, Nov 17
Chapter 12 — Schedule C: Profit or Loss from Business
6:00–8:00
Wed, Nov 18
Chapter 16 — Schedules 1, 2 & 3
Chapter 18 — Payments, Penalties & Installment Agreements
Final Assessment
6:00–8:00

Shaded nights carry more than one chapter.

December Training

Advanced Training — Dec 1–2 · Tuesday & Wednesday · 6:00–8:00 PM · Zoom · Randy Page — mandatory for every returning staff member.
Dec 1–2
Tue, Dec 1
Chapter 13 — Depreciation
Chapter 14 — Property Transactions (Schedule D, Form 8949, Form 4797)
Chapter 15 — Rental Real Estate, Royalties and K-1s
6:00–8:00
Wed, Dec 2
Chapter 17 — Business Travel, Meals and the QBI Deduction
Chapter 19 — Estimated Tax, Extensions and Amended Returns
6:00–8:00
Software & Office Training — Dec 4–30 · Monday, Wednesday & Friday · Zoom · Yanissa Bennett
Dec 4–30
Fri, Dec 4
Single filer, one W-2 + health insurance (1095-A)
4:00 PM
Mon, Dec 7
Single filer with tuition credit (1098-T)
12:00 PM
Wed, Dec 9
Head of Household + Earned Income Credit basics
12:00 PM
Fri, Dec 11
Head of Household + Child Tax Credit
4:00 PM
Mon, Dec 14
Introduction to Schedule C
4:00 PM
Wed, Dec 16
Compliance — Compliance and its importance
Chapter 20 — Practice, Procedure & Professional Responsibility · Henry Cedano
6:00 PM
Fri, Dec 18
Compliance — Client package, scanning and document processing · Henry Cedano
4:00 PM
Mon, Dec 21
Schedule C with dependents + Earned Income Credit
4:00 PM
Wed, Dec 23
Schedule C + Child Tax Credit + Child Care Credit
6:00 PM
Mon, Dec 28
Head of Household + Child Care Credit
6:00 PM
Wed, Dec 30
E-file a return start to finish + bank product
11:00 AM

Christmas Day falls on a Friday and is a company holiday — that slot is skipped. Shaded sessions are compliance training with Henry.

Dates and times are subject to change. Weather, instructor availability and other circumstances can move a session — always work from the most recent version of this schedule.

Common questions

Frequently asked questions

What's the difference between a qualifying child and a qualifying relative? +
A qualifying child must pass all five tests: relationship, age (under 19, or under 24 if a full-time student, or any age if permanently and totally disabled), residency (lived with the taxpayer more than half the year), support (didn't provide more than half of their own support), and joint return. A qualifying relative instead must pass four tests: not a qualifying child of anyone, member of household or relationship, gross income under $5,300 (2026), and the taxpayer provided more than half their support. A qualifying child generally unlocks more tax benefits than a qualifying relative.
Two clients want to claim the same child — how do we determine who can? +
Only one taxpayer can claim a given child; the IRS will reject an e-file with a dependent already claimed elsewhere. Apply the tiebreaker rules in order: if only one person is the child's parent, the parent wins. If both are parents filing separately, the one the child lived with longer wins; if time is equal, it's whoever has the higher AGI. If no parent can claim the child, the person with the highest AGI wins.
When can a married client still file as Head of Household? +
Only if they meet all four "considered unmarried" tests: they file a separate return from their spouse, paid more than half the cost of keeping up the home, their spouse did not live in the home at any time during the last 6 months of the year, and the home was the main home of their child, stepchild, or foster child for more than half the year (and they can claim that child as a dependent). If any of these fail, the client must file as MFJ or MFS.
Self-serve help

Browse by topic

Software

Accessing your cloud-based tax software

How to log in to TaxSlayer, OLT, or Crosslink from anywhere, whether you're in an office or working virtually.

View articles →
Credentials

PTIN and EFIN basics

What you need (and don't need) to start preparing returns, plus how we help you obtain your PTIN and EFIN.

View articles →
Support

Dream Builders Network & ongoing support

Coaching, live Q&A, and technical or compliance support available throughout tax season and beyond.

View articles →
Knowledge base

Help articles

Accessing your cloud-based tax software

Your software is cloud-based, so you can access it from home or anywhere you have an internet connection — no installation required. Depending on your program, you'll work in TaxSlayer, OLT, or Crosslink for both personal and business returns. Software access is included in every training program, so there's nothing extra to buy just to get started.

PTIN and EFIN basics

You do not need prior experience, a degree, a CPA, or an EA to enroll. You will need a PTIN (Preparer Tax Identification Number), and we walk you through exactly how to obtain one. You do not need an EFIN to get started — you can prepare returns under our system while you're learning. When you're ready to open your own office, we'll help you obtain your own EFIN.

Dream Builders Network & ongoing support

Dream Builders Network is our private community, where members get coaching, networking, live Q&A, accountability, and business support. On top of that, our team provides technical support, compliance support, and tax question support throughout tax season and beyond — qualified students also get access to bank products like refund transfers and refund advances.

Still need a hand?

Our specialists are here Monday-Friday, 8am-6pm ET.

Submit a ticket