This webinar will cover the different options available for filing your clients returns and the best practices and details for offering bank products to your client for the coming tax season. We will discuss how to complete required bank compliance training, how to align your printer for printing client refunds on bank check stock, how … Continue reading "Filing Returns Using Bank Products"
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This webinar will cover the requirements and procedures your office must adhere to for processing tax returns working under a Federal Direct EFIN. This webinar completion is MANDATORY for all offices new to these procedures, and a understanding of the material and processes must be demonstrated prior to returns being processed.
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