Filing Returns in ProConnect Tax - October 19, 2023
Published on by
IntuitGabi
IntuitGabi
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, 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.
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.
Event has ended
You can no longer attend this event.
Start:
Thu, Oct 19, 2023 11:00 AM CDT
End:
Thu, Oct 19, 2023 12:30 PM CDT
