Training

ProSeries Training

Individual Returns (30 min)

1. How to complete a Tax Return - 9:28 video
2. Client Snapshot - 1:31 video
3. Enter Child Tax Credit - 4:12 video
4. Entering Educational Expense Information - 2:59 video
5. Where do I Enter - 2:18 video
6. Client Checklist - 2:36 video
7. Amending a 1040 Return in ProSeries - 3:13
8. Transferring Prior Year Client Files - 4:02 video

Schedule C (15 min)

1. Schedule C and Asset Worksheet for Depreciation - 6:05 video
2. 1099 MISC and Schedule C - 7:15 video

State Returns (5 min)

1. Completing a State Return - 4:25

Navigating ProSeries and e-file (37 min)

1. How to Navigate the HomeBase - 5:56
2. Prepare and Transmit e-File Returns - 5:21 video
3. Common e-File Errors - 6:23 video
4. How to Download an e-File Acknowledgement - 3:48
5. How to Restore Client Files - 2:04 video
6. Printing in ProSeries - 5:31 video
7. Global Print Options - 8:09 video