Using the Offline mode sign-in allows you to access the program and continue using the software even without internet access. While using this method of sign-in, however, there may be some functions which are unavailable until you are reconnected, such as submitting electronic filings, etc. Also be aware that Offline mode is only available for preparers who are using Local storage; if you are using our Cloud server to store your returns, you will receive a prompt saying “This Practice cannot be used offline” if you try to use Offline mode.

*Please note that starting in 2021, there is always a Sign In with Offline Mode link located in the lower left corner of the sign-in page. This link is provided to allow you to access the Offline mode sign-in page even with an internet connection, and should not be mistaken as an indication that you are already in Offline mode. Prior to 2021, there was no direct link to Offline mode; you would only receive a “Work Offline” prompt if there was no internet connection.

If you need to utilize Offline mode for any year, follow the instructions provided below:

For 2021 through the current year:

• Open the program to the sign-in page.
• Click Sign In with Offline Mode in the lower left corner, which will take you to the Offline Sign In page. (If you do not see the link then there may be other issues which need to be addressed.)
• Enter the same Username/Password combination as you would during the regular sign-in method and click the blue Sign In (Offline) button.
• Note: If you have multiple previously signed-in practices, you will receive a prompt allowing you to choose which Practice ID you wish to access. It will only display those set up for Local storage, however; practices setup on the Cloud will not display as an option to select in Offline mode.

For years prior to and including 2020:

• Open the program to the sign-in page.
• If there is no internet connection, you will receive a message saying “Unable to Connect” which will give you two options: Work Offline or Refresh.
• If you know that you do not have internet connection and wish to continue with Offline mode, click Work Offline to access the Offline sign-in page.
• Enter the same Username/Password combination as you would during the regular sign-in method.
• This will allow you access to the program to continue working in a limited capacity, during which certain web-required features and functions will not be available.
• Note: There is no direct link which provides the option for Offline mode; the Work Offline prompt will only appear if there is no internet connection.