This course will cover best practices for tax preparers offering bank product refund options to your clients. We will discuss a general history of the industry, disbursement options, compliance issues, necessary authorization documents, and how to competitively use these products to grow your tax business.
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This short webinar will briefly highlight and go through the procedures necessary to complete the new worksheets inside your software platform to calculate the tax effects of the ACA/Obamacare for your clients. This walkthrough will cover the Shared Responsibility Payment (Penalty), the Premium Tax Credit (PTC), and the possibility of exemptions to paying for lack … Continue reading "How to Complete the ACA Forms Inside your Software"
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This course covers the tax aspects of identity theft; how to identify potential fraudulent filers, how to assist clients that have fallen victim to identity theft by properly interacting with the IRS, and how to ensure that it does not happen again in the future.
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