This Webinar will cover best practices for tax preparers offering bank product refund options to their clients. We will discuss traditional bank products, Refund Advances (both Preseason and In-Season), pricing, necessary authorization documents, and how to keep your office in compliance this tax season! We will also get hands on in the tax software and … Continue reading "Filing Tax Returns Using Bank Products"
This Webinar will cover the requirements associated with operating your tax office while using a Federal Direct EFIN. Preparer registration requirements, proper tax office due diligence, paperwork submission requirements and client file info will be detailed as well as a comprehensive walk-through of the paperless document management system. Completion of this training is mandatory for … Continue reading "Operating Requirements when Using an FD EFIN"
With the start of tax season right around the corner, 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 the Interview based 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 as we walk through a basis W2 return with dependent credits. Bank Product modules and individual State … Continue reading "TY2023 Software Walk-Through – 1040 basic return prep in the Interview Software (QuickStart & Silver Partners)"