This Webinar will cover best practices for tax preparers offering bank product refund options to their clients through EPS. We will discuss traditional bank products, Refund Advances both Preseason and In-Season, pricing, compliance issues, necessary authorization documents, and how to keep your office in compliance this tax season! We will also walk through completing a … Continue reading "Filing Tax Returns Using Bank Products - EPS"

This webinar will cover using Online software platform with the new Tax Year 2022 tax law content. This presentation will cover accessing, logging into, and using the tax software platform for preparing individual returns this coming season. Bank Product modules should now be live so the practice return scenario we walk through will include applying … Continue reading "Online Software Walk-Through - 1040 Preparation Basics"

Now that we have an official date on the calendar, we will be reviewing what the next few weeks will look like and what action items you should be doing now to help ensure this busiest time of the year is as smooth and efficient as possible. Topics we will be focusing on include the … Continue reading "Tax season kickoff conference call"

This webinar will cover using Online software platform with the new Tax Year 2022 tax law content. This presentation will cover accessing, logging into, and preparing individual returns with various forms of income and credits. Bank Product modules are now live so we will also include a bank product application in this walkthrough scenario.