Pro Web Training for Preparers

Downloadable Tutorials + Video

Tutorial 1
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Tutorial 2
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Tutorial 3
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Tutorial 4
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Training Videos

1. Home Screen Introduction
2. Client List Navigation
3. How to Use the Refund Estimator
4. Starting a New Return
5. Message Center
6. Income Navigation and W2 Entry
7. IRS Identity Protection Pin IP
8. Going paperless Scan Sign Email
9. Schedule C
10. Affordable Care Act Healthcare 8962
11. EIC 8867 and Why No EIC
12. Bank App 8879
13. How to Add Notes
14. Submisson Screen Send to IRS
15. 1040 X Ammended Return
16. How to Reset Password