Preparer Training

Enhance your tax preparation expertise with targeted training in Taxpro's advanced features and tools.

1
Logging In Password Reset

2
Homescreen Overview

3
Quick Refund Calculator

4
Client Search Navigation

5
Start a New Tax Return

6
Prior Year Carry Forward

7
Filing Status Selection

8
Personal Information Entry

9
Dependent Entry Screen

10
Adding Forms Return Navigation

11
W2 Entry

12
Going Paperless

13
Schedule C And 1099NEC

14
8867 Preparer Due Dilligence Checklist

15
Completing the Return Quick Overview

16
Spanish Switch to Spanish

17
Mark For Review Approved or Failed

18
Reviewer Approve or Fail a return

19
Sch A Mortgage Interest 1098

20
Sch A Medical Expenses

21
Sch A Cash Gifts to Charity

22
Casualty Loss 4684

23
Rejects - Locate, View and Fix

24
W7 Application For ITIN

25
Return Tags

26
Add Bank Application

27
Preparation Fee Modification