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Tax Services University → C. ProAdvisor Web

PROADVISOR WEB SOFTWARE TRAINING (PW 101)


Description

Learn the basics of our ProAdvisor Web Software.

Number of Credits: IRS Program Number:

Content
  • 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
Completion rules
  • All units must be completed
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