This course - one of our "Understanding the Principles of Individual Taxation Series" courses - covers what happens when the return is complete. It will handle signature and recordkeeping requirements, … Continue reading "UtPoIT - Finalizing the Return"
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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 … Continue reading "Identity Theft - Identification and Resolution"
This course will cover advanced security tactics for tax offices, from password security and two-factor authentication to layered secure backups and active threat countermeasures. Descriptive examples will be provided along … Continue reading "Advanced Security for Tax Offices"
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Conference call covering important issues relating to the fast approaching start of the tax season. This call is targeted toward all partners with Federal Direct and will cover Important Dates, … Continue reading "Pre-Season All Office Conference call"
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This webinar will cover using Online software platform with the new Tax Year 2025 tax law content. This presentation will cover accessing, logging in, and preparing an individual return with … Continue reading "Online Software Walk-Through - 1040 Preparation Basics - No Tax on Tips"
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Are you new to Bank Products and have some questions? If so this webinar is for you! We will be covering the foundational information relating to offering Bank Products to … Continue reading "The Basics of Using Bank Products"
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