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TY2023 Software Walk-Through – 1040 basic return prep in the Interview Software (QuickStart & Silver Partners)

January 18 @ 2:00 pm - 3:00 pm EST

This webinar will cover using the Interview based Online software platform with the new Tax Year 2023 tax law content. This presentation will cover accessing, logging into, and using the tax software platform for preparing a basic practice as we walk through a basis W2 return with dependent credits. Bank Product modules and individual State software modules are now released, so we will also prep this return for a refund advance. This walkthrough is targeting newer preparers and those partners using our Interview Based online software platform, but can be relevant for all new preparers looking to get an introduction to the basic return prep process from start to finish.


January 18
2:00 pm - 3:00 pm EST