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Duration:$-[WCRuntimeDuration]-$
Abstract:
This in-depth webinar is designed for new users of ProSeries Professional who have already installed the program. You will learn how to navigate through a client’s return within ProSeries, complete a basic return, and generate commonly used tax forms for a simple return.
LEARNING OBJECTIVES
- Navigate forms and worksheets to enter essential source data for your client’s return - Create a simple W-2 Worksheet - Examine the data needed to generate a refundable Earned Income Credit - Enter Interest and Dividend Income - Enter a 1098-T, Tuition Statement for Education Credits & Deductions for a dependent and taxpayer - Generate and modify estimates using the 1040es Worksheet - Produce amended individual return from the original return or paper copy - Setup the Miscellaneous Global Options for the 1040 - Enter an HSA Health Savings Account Information - Enter Archer MSAs and Long-Term Care Insurance Contracts - Amend a Prior Year Return Using the Current Year Software - Enter Information from Form 1098-C - Use the Medical and Dental Expenses worksheet to generate line 1 of the schedule A - Access Form 8949, Sales and Other Dispositions of Capital Assets - Review the Methods for Entering Stock Transactions for the Schedule D - Utilize in-product help resources
WHO SHOULD ATTEND? Tax Professionals who are new to ProSeries Professional or existing users who would like a refresher on how to complete a basic Individual tax return, covering common input occurrences
Course Level: Basic Course Length: 120 Minutes Delivery Method: Group - Internet Based Prerequisites: None Field of Study: Taxes – Technical Recommended CPE: 2* Recommended CE: 2* IRS Category: Federal Tax Law Topics / Federal Tax Related Matters Program Number: NESGF-T-00140-21-O *Note: On-Demand webinars do not qualify for CPE or CE, please browse our Education Resource Center for live webinars to obtain credit
If you're already registered for the Preparing a Simple 1040 in ProSeries - April 24, 2024 webcast, click below:
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Speakers
Nayo Carter-Gray Accountant 1st Step Accounting “Making Accounting a Little Less Taxing” for small business owners is Nayo Carter-Gray’s goal as owner and founder of 1st Step Accounting LLC. A self-proclaimed techie Nayo decided a virtual accounting practice is the best way to experience her love of travel and still help small business owners all across the US reduce the stress of managing their disorganized financial systems.
QuickBooks Online Advanced Certified ProAdvisor
Hubdoc Certified Advanced Partner
Member of the Intuit Accounting Council 2018-2019
Hubdoc Top 50 Cloud Accountants (North America) 2017 & 2018
Featured on WJLA ABC 7, VCita.com, and U.S. News and World Report
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