Webinar: Preparing 1040 Returns in ProConnect Tax
Published on by
IntuitGabi
| Updated on
IntuitGabi
| Updated on
Our speaker for this event it Anita Robinson!
Anita is the President for Synergy Tax & Accounting LLC. She has been enrolled agent since '96, in the accounting and tax business for 20+ years, and a QuickBook Pro Advisor since 2007.
Register Today by clicking this link!
ABSTRACT:
This foundational webinar is designed to assist new ProConnect Tax Online users in understanding how to set up the account and begin preparing a simple 1040 return.
This webinar will help new users successfully set up the administrative information in the settings and navigate the program. You will learn where to enter W-2, Interest, Dividend, and Capital Gain Income and use the K-1 Import feature. In addition to this, you will also be guided through entering Estimated Payments, shown where to locate the EIC and Due Diligence worksheets, go over recurrent tax credits and learn the steps to completing an amended return. We will also cover how to navigate and use Intuit Link. This course provides an excellent introduction to the tax preparation workflow needed to complete an Individual tax return. This course is the first step in learning the ProConnect Tax Online program.
LEARNING OBJECTIVES:
By completing this webinar, you will be able to:
● Set up and edit firm and preparer information
● Manage & Invite Users to have access to the program
● Go over different types of access for other users
● Manage Your Account for each user
● Find where the Customer Account Information is located
● Edit and Customize the Tax Return Statuses
● How to set up Bank Products with Refund Advantage
● Batch Transfer all clients from prior to current year
● Find Important IRS/Intuit Announcements
● Start a return and learn where the general client information is entered
● Enter estimated payments in ProConnect Tax Online
● Learn where to enter W-2 Income
● Learn where to enter Schedule B Income
● Learn where to enter Schedule D Income
● Learn where to enter Schedule A Deductions
● Navigate and use Intuit Link
● Import your K-1’s into an individual return
● Generate Credits/Deductions
● Learn how to Amend a return created in ProConnect Tax Online
● Learn how to Amend a return not created in ProConnect Tax Online
WHO SHOULD ATTEND?
Tax Professionals who are new to ProConnect Tax Online or existing users who would like a refresher on the fundamentals of the program.
This webinar will help new users successfully set up the administrative information in the settings and navigate the program. You will learn where to enter W-2, Interest, Dividend, and Capital Gain Income and use the K-1 Import feature. In addition to this, you will also be guided through entering Estimated Payments, shown where to locate the EIC and Due Diligence worksheets, go over recurrent tax credits and learn the steps to completing an amended return. We will also cover how to navigate and use Intuit Link. This course provides an excellent introduction to the tax preparation workflow needed to complete an Individual tax return. This course is the first step in learning the ProConnect Tax Online program.
LEARNING OBJECTIVES:
By completing this webinar, you will be able to:
● Set up and edit firm and preparer information
● Manage & Invite Users to have access to the program
● Go over different types of access for other users
● Manage Your Account for each user
● Find where the Customer Account Information is located
● Edit and Customize the Tax Return Statuses
● How to set up Bank Products with Refund Advantage
● Batch Transfer all clients from prior to current year
● Find Important IRS/Intuit Announcements
● Start a return and learn where the general client information is entered
● Enter estimated payments in ProConnect Tax Online
● Learn where to enter W-2 Income
● Learn where to enter Schedule B Income
● Learn where to enter Schedule D Income
● Learn where to enter Schedule A Deductions
● Navigate and use Intuit Link
● Import your K-1’s into an individual return
● Generate Credits/Deductions
● Learn how to Amend a return created in ProConnect Tax Online
● Learn how to Amend a return not created in ProConnect Tax Online
WHO SHOULD ATTEND?
Tax Professionals who are new to ProConnect Tax Online or existing users who would like a refresher on the fundamentals of the program.
Event has ended
You can no longer attend this event.
Start:
Tue, Aug 2, 2022 11:00 AM CDT
End:
Tue, Aug 2, 2022 01:00 PM CDT
