Our speaker for this event is Susan Tinel! Susan is the CEO of April 15 Taxes Inc. which has cloud-based full service offerings in tax, accounting and entity filings.
Register today by clicking on this link! Description:
In this webinar, you will develop and hone the fundamental input related to preparing Form 1120 returns in ProConnect Tax Online. The presentation is designed for intermediate users of ProConnect Tax Online who already have an understanding of the organization and layout of the program but would like to gain insights into the specific inputs surrounding a corporation’s tax return. This session will provide attendees with an understanding and confidence in preparing corporate returns. The topics explored will examine basic corporate income, deductions, and credits as well as how to enter and allocate information pertaining to officers and owners. A discussion surrounding the balance sheet, M-1, M-2, and M-3 will help build confidence in troubleshooting and resolving balance sheet questions within the program. LEARNING OBJECTIVES
By completing this webinar, you will be able to: Open and begin a corporation return Enter officer demographic information Complete corporation ownership information Input general income items Input cost of goods sold Input dispositions, K-1s, and passive activity income Enter general deductions Input assets for depreciation Enter officer compensation Enter general business credits Troubleshoot and resolve problems surrounding the balance sheet Generate a net operating loss for a corporation WHO SHOULD ATTEND? Tax Professionals who understand the basic use of ProConnect Tax Online who need a refresher on corporation input within the program or that have never entered a corporation return in ProConnect Tax Online. Course Level: Intermediate Course Length: 60 Minutes Prerequisites: Preparing a Simple 1040 in ProConnect Tax Online or equivalent knowledge Delivery Method: Group-Internet Based Field of Study: Taxes - Technical Recommended CPE: 1 Recommended CE: 1 IRS Category: Federal Tax Law Update Online: NESGF-T-00095-19-O
Our speaker for this event is Susan Tinel! Susan Tinel, EA, heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Based in San Diego, Calif. – and armed with her Blackberry – she works with more than 150 clients across the country, in Canada and the United Kingdom, 75 percent of which are small businesses. Susan is a QuickBooks ProAdvisor® and certified in QuickBooks® Online Advanced; she also uses Intuit® ProConnect™ Tax Online, Intuit Link, QuickBooks Online Accountant and Intuit Online Payroll. Follow Susan on Twitter @April15Taxes.
Register today by clicking on this link!
Description: This webinar will go over the different entries where users would enter pass-through income, deductions, and credits coming from a 1065, 1120-S or 1041. This session will provide attendees with an understanding and confidence in preparing Partnership, S Corporation, and 1041 returns. The topics explored will examine basic income, deductions, and credits as well as how to enter and allocate information pertaining to partners and shareholders. Discussion around mandatory input, input required to generate relevant supporting forms or schedules as well as the electronic filing process will be central to this session. LEARNING OBJECTIVES:
By completing this webinar, you will be able to: Input Partnership and Partner information Locate input for Partnership Income, Deductions, and Credits Recognize Direct and Automatic Input on the 1065 Balance Sheet, M-1, M-2 and M-3 Understand Partner Percentage and Change in Ownership Utilize Special Allocation Enter S Corporation and Officer Information Find Input for S Corporation Income, Deductions, and Credits Recognize Direct and Automatic Input on the 1120-S Balance Sheet, M-1, M-2 and M-3 Complete S Corporate Shareholder Information Enter Basic Input and Beneficiary Distributions for a Fiduciary (Form 1041) Produce Grantor Trusts and Split-Interest Trusts (1041) WHO SHOULD ATTEND? Tax Professionals who would like to learn how ProConnect Tax handles the pass-through income from the Partnership, S Corporate and Fiduciary tax modules. Course Level: Intermediate Course Length: 120 Minutes Prerequisites: Preparing a Simple 1040 in ProConnect Tax Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 2 Recommended CE: 2 IRS Course Category: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00094-19-O In Person: NESGF-T-00094-19-I
Our speaker for this event is Susan Tinel! Susan Tinel, EA, heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Based in San Diego, Calif. – and armed with her Blackberry – she works with more than 150 clients across the country, in Canada and the United Kingdom, 75 percent of which are small businesses. Susan is a QuickBooks ProAdvisor® and certified in QuickBooks® Online Advanced; she also uses Intuit® ProConnect™ Tax Online, Intuit Link, QuickBooks Online Accountant and Intuit Online Payroll. Follow Susan on Twitter @April15Taxes. To register for this event, fill out this link here. Description: This webinar will equip users with the knowledge of how to review and file Individual tax returns produced in ProConnect Tax to the related taxing agency. You will learn how to utilize workflow processes and tools available in the program to quickly review forms, check for errors in diagnostics, print tax returns, and e-file. In addition, you will also learn how to track the status of e-file returns and correct rejections. LEARNING OBJECTIVES: By completing this webinar, you will be able to: Review tax returns to ensure input has been made it appropriate areas Check for any Diagnostics generated and understand the different types of diagnostics Print copies of the entire tax return or specific forms and schedules Attach a PDF file to a return Use the e-Signature feature to request a digital signature for Form 8879 E-file a return Track the status of e-filed returns Know how to troubleshoot e-file rejections WHO SHOULD ATTEND? Tax professionals utilizing ProConnect Tax, who file returns for clients, and/or who prepare tax returns to be filed. Course Level: Basic Course Length: 60 Minutes Prerequisites: Preparing a Simple 1040 in ProConnect Tax, or equivalent Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 1 Recommended CE: 1 IRS Category: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00090-19-O In Person: NESGF-T-00090-19-I
Register Today! Intuit Pay-by-Refund: Tips, Tricks, and Insider Knowledge - January 25, 2023
START DATE:1/25/2023
START TIME:10:00 AM CST
DURATION:60 MINUTES
ABSTRACT:
If you could provide your clients with greater flexibility for engaging your services, would you consider it? Pay-by-Refund for Lacerte, ProSeries, and ProConnect offers that benefit and more! Maybe you have heard it described as a “Refund Transfer” or a “Bank Product” – what does that mean and how are banks involved? Do your clients have to have a bank account? Most importantly, we will share with you the typical processes involved in Pay-by-Refund- and we will make sure to share the best bits of advice from Intuit experts and firms that use Pay-by refund. Join us for this session that will talk about not only how to use Intuit Pay-By-Refund, but also discuss best practices, practical insights, and tips for utilizing Pay-By-Refund with your professional tax software. Learning objectives: By completing this webinar, you will be able to:
Better utilize Pay-by-Refund
Communicate the benefits of Intuit Pay-by-Refund to your clients
Increase client reach by offering more flexible payment terms
Understand the end-to-end processes involved with Pay-By-Refund
Who should attend? Anyone who has clients that would be better served by more flexible payment terms Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Computer Software and Applications - Non-technical Recommended CPE: 1 Recommended CE: 0
SPEAKER
Ross Olson
Sr. Solution Specialist
Intuit
Ross Olson is a solution specialist for Intuit®. With a background in Intuit’s professional tax solutions – Intuit ProConnect™ Tax, Lacerte® Tax and ProSeries ® Tax, he strives to provide firms the means to discover workflows and implement strategies so that they can meet their unique definitions of prosperity.
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How to Create a Tax Plan the Easy Way with Intuit Tax Advisor - October 20, 2023
START DATE:10/20/2023
START TIME:10:00 AM CDT
DURATION:60 MINUTES
ABSTRACT:
“How to Create a Tax Plan the Easy Way with Intuit Tax Advisor” Here’s what you can expect: This hands-on workshop will walk you through how to create a tax plan. We will demonstrate how to navigate Intuit Tax Advisor, create a pre-strategy baseline, add strategies, review the tax projection, and create a client-friendly report. This session will highlight strategies in entity selection, retirement, and depreciation. The goal of this session is to walk away with a fully built tax plan ready to support your planning conversation with your client. This session is not eligible for CPE/ CE. Pre-work:
Identify a tax planning client with a Schedule C, in Lacerte Tax or ProConnect Tax, to import for your first tax plan.
Confirm your login to Intuit Tax Advisor https://taxadvisor.app.intuit.com/tax-advisor-ui/taxplanner
If you are a Lacerte Tax user, sync your 2022 1040 tax return to Intuit Tax Advisor https://proconnect.intuit.com/support/en-us/help-article/tax-expert/sync-lacerte-clients-intuit-tax-advisor/L9zAhZNZs_US_en_US
SPEAKER Jim Buffington CPA Intuit
Jim has been teaching in the tax and accounting industry for over 20 years and is an expert in the implementation of advisory services based on his experience working with thousands of tax and accounting firms across the U.S. In addition to being a CPA, Jim holds a Bachelor’s in Business Administration and Accounting from Texas A&M University, then went on to get his MBA at University of Texas Dallas. To learn more about Jim, feel free to visit his LinkedIn profile at https://www.linkedin.com/in/jimbuffington88/ and follow in on Twitter @Jimatintuit.
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Filing Returns in ProConnect Tax - October 19, 2023
START DATE:10/19/2023
START TIME:11:00 AM CDT
DURATION:60 MINUTES
ABSTRACT:
This webinar will equip users with the knowledge of how to review and file Individual tax returns and extensions, produced in ProConnect Tax Online, to the related taxing agency. You will learn how to utilize workflow processes and tools available in the program to quickly review forms, check for errors in diagnostics, print tax returns, and e-file. In addition, you will also learn how to track the status of e-file returns and correct rejections. LEARNING OBJECTIVES: By completing this webinar, you will be able to: Review tax returns to ensure input has been made it appropriate areas Check for any Diagnostics generated and understand the different types of diagnostics Print copies of the entire tax return or specific forms and schedules Attach a PDF file to a return Use the e-Signature feature to request a digital signature for Form 8879 E-file a return Track the status of e-filed returns Know how to troubleshoot e-file rejections E-file additional items such as Extensions WHO SHOULD ATTEND? Tax professionals utilizing ProConnect Tax Online, who file returns for clients, and/or who prepare tax returns to be filed. Course Level: Basic Course Length: 75 Minutes Prerequisites: Preparing a Simple 1040 in ProConnect Tax or equivalent Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 1 Recommended CE: 1 SPEAKER
Susan Tinel CEO April 15 Taxes Inc
Susan Tinel, EA, heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Based in San Diego, Calif. – and armed with her Blackberry – she works with more than 150 clients across the country, in Canada and the United Kingdom, 75 percent of which are small businesses. Susan is a QuickBooks ProAdvisor® and certified in QuickBooks® Online Advanced; she also uses Intuit® ProConnect™ Tax Online, Intuit Link, QuickBooks Online Accountant and Intuit Online Payroll. Follow Susan on Twitter @April15Taxes.
REGISTER TODAY!
Preparing Corporation Returns in ProConnect Tax - October 25, 2023
START DATE:10/25/2023
START TIME:1:00 PM CDT
DURATION:60 MINUTES
ABSTRACT:
In this webinar, you will develop and hone the fundamental input related to preparing Form 1120 returns in ProConnect Tax Online. The presentation is designed for intermediate users of ProConnect Tax Online who already have an understanding of the organization and layout of the program but would like to gain insights into the specific inputs surrounding a corporation’s tax return. This session will provide attendees with an understanding and confidence in preparing corporate returns. The topics explored will examine basic corporate income, deductions, and credits as well as how to enter and allocate information pertaining to officers and owners. A discussion surrounding the balance sheet, M-1, M-2, and M-3 will help build confidence in troubleshooting and resolving balance sheet questions within the program. LEARNING OBJECTIVES: By completing this webinar, you will be able to: Open and begin a corporation return Enter officer demographic information Complete corporation ownership information Input general income items Input cost of goods sold Input dispositions, K-1s, and passive activity income Enter general deductions Input assets for depreciation Enter officer compensation Enter general business credits Troubleshoot and resolve problems surrounding the balance sheet Generate a net operating loss for a corporation WHO SHOULD ATTEND? Tax Professionals who understand the basic use of ProConnect Tax Online who need a refresher on corporation input within the program or that have never entered a corporation return in ProConnect Tax Online. Course Level: Intermediate Course Length: 60 Minutes Prerequisites: Preparing a Simple 1040 in ProConnect Tax Online or equivalent knowledge Delivery Method: Group-Internet Based Field of Study: Taxes - Technical Recommended CPE: 1 Recommended CE: 1 IRS Category: Federal Tax Law Update Online: NESGF-T-00095-19-O