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

This webinar will cover using the Online software platform with the new Tax Year 2024 tax law content. This presentation will cover accessing, logging into, and using the tax software platform for preparing a basic practice return that includes reporting self employment income on schedule C and W2 wage income. Bank Product modules should also … Continue reading "TY2024 Software Walk-Through - 1040 basic return with Self Employment"

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!  Now that the 2024 bank application forms … Continue reading "Mock Return Preparation Using Bank Products - EPS"

Conference call covering important issues relating to the coming tax season. This call is targeted toward all partners with Federal Direct and will cover Important Dates, Requirements, and topics that need to be at the front of your mind as we approach the start of the coming filing season. This is an audio only conference … Continue reading "Pre-Season All Office Conference call"

This webinar will cover using Online software platform with the new Tax Year 2024 tax law content. This presentation will cover accessing, logging into, and using the tax software platform for preparing individual returns. This particular scenario will cover walking through reporting investment income such as stock sales, interest, and dividends. This first hour will … Continue reading "Online Software Walk-Through - 1040 Preparation - Reporting Investment Income"

This webinar will cover filing a 1040 tax return in the Online software for an Immigrant taxpayer who has an ITIN instead of a traditional Social Security Number. This will be completed using the new Tax Year 2024 tax law content. This presentation will cover starting a return, adding income, identifying what credits are relevant … Continue reading "ITIN Taxpayer - Immigrant 1040 Tax Return walk through"

This webinar is focused toward partners who do not yet have their own EFIN and will cover the requirements and best practices for operating your tax prep office while using a Federal Direct EFIN. We will discuss your office due diligence requirements, detail how to use the document uploader and document management system, and other … Continue reading "Operating Requirements for using a Federal Direct EFIN"