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in this short video on pro series tax software were going to show you how to file a return and also include a refund transfer lets take a look this is the opening screen of the pro series tax program we call this home base and this is where you add new clients in the upper left of our screen is a button for new client file simply click that and select the type of product or file that youd like to create in this case were going to create a form 1040 return ok the first screen you see when you create a new return is called the federal information worksheet with the taxpayer and spouses and other information so lets go ahead and enter a taxpayer well call the tax payer John Jones now youll notice in pro series as you begin to enter date a certain fields start to turn red that is the program letting you know the exact fields that must be filled out to be able to e-file a tax return these are the mandatory fields so well put in a social security number for John his occupation and h