TY2024 Software Walk-Through - 1040 basic return prep in the Interview Software (QuickStart & Silver Partners)

This webinar will cover using the Interview based Online software platform with the new Tax Year 2024 content. This presentation will cover accessing, logging into, and using the tax software platform for preparing a basic practice return as we walk through W2 entry and adding credits for dependents. Bank Product modules and individual State software modules should start to be released around this date, so if available, 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.