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TY2023 Software Walk-Through – 1040 basic return with Capital Gains Schedule D

December 21, 2023 @ 12:00 pm - 1:00 pm EST

This webinar will cover using the 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 that includes various forms of Capital Gains income and W2 wage income. Bank Product modules and individual State software modules are not released yet, so this walkthrough will focus on federal return prep and e-filing. Look for future trainings to include bank product and state return demonstrations after January 2nd, 2024.


December 21, 2023
12:00 pm - 1:00 pm EST