Recorded Webinars

1040 Walk-Through (English)
Based on the 2020 (TY2019) Tax Software, this webinar will cover the common features used in the process of tax return preparation within our desktop program, focused on the fundamental knowledge to aid in software navigation. Expect a complete walk-through of preparing an individual tax return that will include adding a State Package, the Wage and Tax Statement, Common Credits (EITC & CTC), Profit or Loss of Business Income, Basic Depreciation, the Sale of a Main Home and verifying for return completion. We will also briefly introduce the enhanced Return Interview Mode, a popular option for less experienced tax preparers that may prefer the interview method when preparing a client’s return.

Webinar presented on August 12, 2020 | Run Time: 1:15:46

1040 Walk-Through (Spanish)

Basado en el programa 2020 (Año 2019), este curso cubrirá las funciones comunes utilizadas en la preparación de la declaración de impuestos, enfocado en el conocimiento fundamental para asistir en la navegación del programa. Espere un recorrido completo sobre la preparación de una declaración de impuestos que incluirá agregación del paquete estatal, declaración de impuestos y salarios, créditos comunes (EITC & CTC), ganancia o pérdida de ingresos comerciales, depreciación básica, la venta del hogar principal y verificación de la declaración. También introduciremos el método de entrevista, una opción que beneficiara preparadores nuevos a la industria al procesar las declaraciones.

Webinar presented on September 9, 2020 | 
Run Time: 1:09:48


In-Depth Program Features (English)

This webinar is for partners looking for in-depth coverage of program features and configuration options within our 2020 (TY2019) desktop program. Along with extensive coverage of setup configuration, we will also go into a comprehensive demonstration of business activity assets, including mileage, depreciation, actual expenses, and import Schedule K-1. Additional features pertaining to sale of investment property, sale of stock, reports, printing, signatures, and return backup /restore will also be covered. Take advantage of this in-depth software review to expand your understanding of the features and utilities available to assist in your tax practice and office management. Note: We recommend that new partners attend the 1040 Walk-Through webinar prior to attending In-Depth Program Features.


Webinar presented on August 26, 2020 | Run Time: 1:32:49

In-Depth Program Features (Spanish)

Este curso es para los socios buscando una cobertura a fondo de las funciones y opciones de configuración del programa 2020 (Año 2019). Con cobertura extensa de la configuración, también haremos una demostración comprensiva de los materiales en las actividades de negocio, incluyendo millaje, depreciación, gastos actuales, y como importar el formulario K-1. Cubriremos funciones adicionales perteneciente a la venta de propiedades de inversión, reportes, impresión, firmas, y también como hacer una copia de respaldo y restauración. Tome ventaja en este repaso profundo para expandir su entendimiento de las funciones y utilidades disponibles para asistir la administración de su oficina. Nota: Recomendamos a socios nuevos atender el curso 1040 Walk-Through antes de atender esta presentación de las Funciones del Programa a Fondo.


Webinar presented on September 16, 2020 | Run Time: 1:12:38


Business Software Walk-Through (English)
Preparing business returns is a great way to acquire new clients and grow your business or perhaps you’re simply in need of a short refresher course. In this 1-hour live webinar, we will focus on the fundamental navigation techniques to seamlessly work through business returns in our Business Software program. The presentation will include step-by-step instructions for completing the client data screen, income statements and balance sheets, plus adding forms, assets, verifying the return for errors, and more.

Webinar presented on November 11, 2020 | Run Time: 1:28:01

TY2020 Tax Law Update
Our most popular and important webinar topic presented each season by Eva Rosenberg, EA (aka TaxMama), this webinar will cover the most important need to know tax law updates for TY2020. As a result of various COVID-19 related tax relief measures including the CARES Act, Families First Coronavirus Response Act, Coronavirus Preparedness And Response Supplemental Appropriations Act, Paycheck Protection Program and Health Care Enhancement Act, there is much to cover this season! Other updates will include the Tax Extenders along with general changes to Tax Brackets, Standard Deduction, Mileage Rates and much more.
CLICK HERE for Copy of TY2020 Tax Law Update Presentation Slides

Webinar presented on December 3, 2020 | Run Time: 2:28:58