PROADVISOR WEB SOFTWARE TRAINING (PW 101)

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Tax Services University → C. ProAdvisor Web

PROADVISOR WEB SOFTWARE TRAINING (PW 101)

Descripción

CE Credits: IRS Program Number:

Contenido

HOW TO LOG INTO PW
PROADVISOR WEB COMPLETE WALKTHROUGH
CREATING LOGIN ACCOUNTS
BILLING SCHEME SETUP
HOW TO CREATE A NEW RETURN
HOW TO DELETE A RETURN
HOW TO PRINT A RETURN
HOW TO VERIFY A RETURN
HOW TO USE THE DOCUMENT ARCHIVE
HOW TO SEND A REMOTE SIGNATURE
HOW TO SEND A REMOTE SIGNATURE USING THE PORTAL
HOW TO FIX REJECTED RETURNS
HOW TO ADD DEPENDENTS
HOW TO ADD A W2
HOW TO ADD A W2-G
ADDING A 1099R AND FORM 5329
ADDING A 1099R AND FORM 8915
ADDING ALIMONY
GAMBLING INCOME - ADDING A 1099G
RETIREMENT - ADDING AN IRA
ADDING A SCH C, 1099 NEC, AND 1099K
ADDING A 1099 INT OR DIV SCH B
ADDING A SSA 1099
HOW TO ADD A 1099-C
HOW TO ADD A 1095-A
ADDING A SCH A & 1098
ADDING A SCH E PAGE 1
ADDING FORM 2441
ADDING FORM 8863
ADDING EARNED INCOME CREDIT (EIC)
DEPRECIATING ASSET - ADDING FORM 4562
ADDING FORM 5695 - RESIDENTIAL CLEAN ENERGY CREDIT
ADDING DUE DILIGENCE REQUIREMENTS (FORM 8867)
INSTALLMENT AGREEMENT (FORM 9465)
ADDING STUDENT LOANS
ADDING EDUCATOR EXPENSES
HOW TO SUBMIT AN EXTENSION (FORM 4868)
HOW TO ADD AN INVOICE TO A CLIENTS RETURN
REPORTING AND REPORT BUILDER
HOW TO RECONCILSE YOUR E-FILE REPORT

Reglas de finalización

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