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Task-shaped procedures. Each work instruction answers one question: "I need to do X — what exactly do I click, what counts as done, and what do I do when it goes wrong?"
They complement the reference pages in the main guide. Reference pages explain what a thing is; work instructions tell you how to do the job.
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Every work instruction follows the same shape, so you can skim to the part you need:
| Section | What it gives you |
|---|---|
| When to use this | The trigger — the situation that sends you to this page |
| Before you start | Prerequisites. If these aren't true, the procedure will fail partway through |
| Steps | Numbered, click-by-click |
| Done when | The observable signal that you actually finished — not just "it didn't error" |
| Guidelines | Judgment calls, conventions, and the things people get wrong |
| FAQ | Real questions, answered against how the app actually behaves |
| If something goes wrong | The exact message you'll see, and what to do about it |
| I need to… | Work instruction |
|---|---|
| Create an account and get my business into the system | WI-1 · Create your account and add your business |
| Finish company setup so registrations and filings unlock | WI-2 · Complete your company setup |
| Have HOST register me in a new state | WI-3 · Register in a new jurisdiction |
| Set up the bank account and card for managed filings, and hand a state to HOST | WI-4 · Set up managed filings and add a state |
| Sign off on the returns HOST has prepared | WI-5 · Approve or reject prepared returns |
| Send HOST last month's transactions | WI-6 · Upload monthly transactions and submit an import |
| Connect Shopify, Stripe or QuickBooks Online | WI-7 · Connect a sales data source |
| Invite a coworker, change my password, turn on 2FA, manage billing | WI-8 · Manage your account, team, security and billing |
| Work with more than one business | WI-9 · Work with more than one business |
| Refer a business and claim my reward | WI-10 · Refer a business and claim your rewards |
| Get API keys for my developers | WI-11 · Create API keys and request a production data review |
| Figure out why something is blocked or greyed out | WI-12 · Troubleshooting: why is this blocked? |
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code style so you can match them character-for-character.
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Where the app surprises you. Where the app's behavior differs from what you'd reasonably expect — a checked file that isn't imported, a calendar entry that says Passed — that difference is called out explicitly rather than smoothed over. Those are usually the places support tickets come from.
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WI-1 · Create your account and add your business
WI-2 · Complete your company setup
WI-3 · Register in a new jurisdiction
WI-4 · Set up managed filings and add a state
WI-5 · Approve or reject prepared returns
WI-6 · Upload monthly transactions and submit an import
WI-7 · Connect a sales data source