Webinar

Here is where you’ll find our latest “live” webinar offerings, including our popular 1040 Walk-Through and In-Depth Program Features series that is offered in both English and Spanish. This fall, other webinar topics will be added that include, Running and Understanding In-Season Reporting, Allocation and Depreciation of Assets, Important Tax Law & Industry Updates, What’s New in the Desktop Software, Affiliate Partner Program Overview and more. Time is included during all webinars for Q&A and you must be a current Protax partner to attend. Be sure to check back, as we may add new webinar topics and/or more sessions based on demand. If you have any questions about our webinars, please contact Protax at (855) 776-8295.

Scroll down to view the entire list and after selecting your choice(s), simply click here to register. All times are listed in Pacific Time Zone.

This course will cover the common features used in the process of tax return preparation within our desktop program, focused on the fundamental knowledge to aid in software navigation. Expect a complete walk-through of preparing an individual tax return, covering the Wage and Tax Statement, Common Credits (EITC & CTC), Profit or Loss of Business Income, Basic Depreciation, and verifying for return completion. We also introduce the Return Interview Mode, a popular option for less-experienced tax preparers that may prefer the interview method when preparing a client’s return.

En este curso cubriremos funciones comunes del programa, enfocadas en información fundamental para asistir en la navegación del programa y el proceso de sus declaraciones. Espere completar la preparación completa de la declaración individua de impuestos, cubriendo el formulario de Ingreso e Impuestos, Créditos Comunes (EITC & CTC), Ganancias o Pérdidas sobre Ingreso Propietario, depreciación básica, y completar el proceso de verificación para la declaración. También introduciremos el módulo de Entrevista, una opción popular para los preparadores de impuestos con menos experiencia que prefieren el método de entrevista al preparar declaraciones del cliente.

This webinar is for partners looking for in-depth coverage of program features and configuration options within our desktop program. Along with extensive coverage of setup configuration, we will also go into a comprehensive demonstration of business activity assets, including mileage, depreciation, actual expenses and importing Schedule K-1. Additional features pertaining to dynamic databases reports, printing, signatures, and return backup/restore will also be covered. Take advantage of this in-depth software review to expand your understanding of the features and utilities available to assist in your tax practice and office management.

Note: We recommend that new partners attend the 1040 Walk Through webinar prior to attending In-Depth Program Features.

Esta presentación es para nuestros socios buscando una cobertura más a fondo sobre las funciones del programa y opciones de configuración. Incluido con cobertura extensa de configuración, también vamos a demostrar en un método comprensivo las actividades de negocio, incluyendo millaje, depreciación, gastos actuales también la importación del formulario K-1. Funciones adicionales sobre la base de datos dinámica, reportes, impresión, firmas, y también el respaldo/recuperación de archivos serán demostrados. Tome ventaja de esta presentación a fondo del programa para expandir su entendimiento de las funciones y utilidades disponibles para asistir en su práctica de declaraciones y administración de su negocio.

Nota: Recomendamos que nuestros nuevos socios participen en la presentación de 1040 Walk-Through antes participar en esta presentación de In-Depth Program Features.

This webinar is intended for any partner interested in learning more about the Protax Mobile App. Whether you already have the app and would like a refresher on all the updated features, or if you’re wanting to learn more about how you can use the mobile app to market your business and securely receive tax information and documents from your clients, this webinar will be an excellent resource for you. We’ll cover the entire taxpayer experience on the app and how to easily import mobile app submissions into the Protax Software. We’ll also review the TaxMobileApp.com portal to show you all the app customization options as well as how you can initiate notifications to all your app users. We encourage you to take advantage of this opportunity to understand how you can put the Protax Mobile App to work for your business!