It is a known fact that tax and accounting professionals love to enter data manually! One of the greatest joys a tax and accounting professional can have is a late night spent with a cold cup of stale coffee and the sweet sound of the keyboard as they hand enter data into their software.
Unfortunately, the teams at QuickBooks Online and ProConnect Tax have decided that they want to eliminate this fulfilling experience. This webinar will show you how Prep for Taxes in QuickBooks Online Accountant simplifies the tax preparation process for your QuickBooks Online clients. This webinar has the audacity to go as far as demonstrating how collaboration is improved: allowing users to review and adjust information while letting the entire team view and approve those adjustments; attach and store work papers; and even leave notes!
Prep for Taxes also transfers the adjusted information directly to the mapped tax lines on the client’s tax return in ProConnect Tax. This results in firms scrambling to figure out what to do with the countless hours they will have…now that their beloved data entry time has been reduced.
LEARNING OBJECTIVES:By completing this session, you will be able to:
- Navigate the Prep for Taxes utility
- Automate key functions of preparing a tax return
- Collaborate with your team
- Standardize common tasks and workflows
- Create invoices for tax clients
WHO SHOULD ATTEND?Anyone that prepares or is interested in preparing tax returns for their QuickBooks Online clients
Course Level: Basic
Course Length: 60 Minutes
Prerequisites: None
Delivery Method: Group-Internet
Field of study: Computer Software & Applications – Non-technical
Recommend CPE: 1Recommend CE: 0