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