Tax Training

Initial Setup

Default Settings

Practice Scenarios

2019 Basic Practice Scenario


Federal Refund – $4,770

State Refund – $851

Should take no more than 12 minutes to enter

2018 Basic Practice Scenario
2019 ITIN Practice Scenario
Mary Worker Basic Example
Brad Pitt Example
Jose Villa Moderate Example
ITIN Example
Corporation Example

Individual Returns

Client Letter Preference (Spanish/English)
Import Prior Year Info
Prior Year Past Info and How To Use
Add Forms
Add Notes
Remove Notes
Education Credits
Stock Sales
Substitute W2
Estimated Tax Paid
Estimated Tax Calculations for the Future
Estimates for current year when client wants to see different scenarios
Bank Products (RT)
Missing Information
Lock Return
Status Lookup
Electronic Filing how to Queue Return
Receive Payments

Advanced Info

Amended Returns
Injured Spouse
Split MFJ Returns

Business & Rental Returns

Schedule C Business
Auto Expenses
Home Office
Depreciation Prior Year
Depreciation from the Accounting File
Sale of an Asset

Corporate & Partnership Returns

Corporate Entry Instructions
Partnership Entry Instructions
K1 Entries
Income Statement from the Accounting File for the Tax Return
Balance Sheet from the Accounting File for the Tax Return