This foundational webinar is designed to assist new ProConnect Tax 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
- 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 K-1's into your Individual return
- Generate Credits/Deductions
- Learn how to Amend a return created in ProConnect Tax
- Learn how to Amend a return not created in ProConnect Tax
WHO SHOULD ATTEND?Tax Professionals who are new to ProConnect Tax or existing users who would like a
refresher on the fundamentals of the program.
Course Level: Basic
Course Length: 120 Minutes
Prerequisites: None
Delivery Method: Group-Live Internet
Field of Study: Taxes- Technical
Recommended CPE: 2
Recommended CE: 2
IRS Course ID: Federal Tax Law Topics/ Federal Tax Related Matters
Online: NESGF-T-00092-19-O
In Person: NESGF-T-00092-19-I