Getting started with a new tax software can be a daunting task. This one-hour webinar is designed to provide tax professionals with a solid foundation in the core functionalities of Intuit ProSeries. Whether you are considering a switch, are a brand-new user, or simply need to reinforce your understanding of the program, this session will provide a clear and concise overview of the essential workflows.

Join us to learn how to seamlessly convert prior-year client data, confidently navigate the ProSeries HomeBase and key in-return icons, efficiently create and complete tax returns, utilize the integrated eSignature dashboard and electronic filing process, and access the built-in help features and resources. This course highlights concepts applicable across all tax types and provides the fundamental knowledge needed to optimize administrative tasks and get up and running quickly.

Upon completion of this course, attendees will be able to:

• Outline the three-step process for converting prior-year tax data from another supported software into ProSeries.

• Navigate the ProSeries HomeBase and utilize key icons and program utilities to efficiently prepare a new tax return.

• Create and accurately enter data into a new client return, using features such as QuickZoom and the Forms-in-Use list.

• Perform the final steps of a tax return, including a final review using diagnostics and alerts, and electronically filing the return.

• Identify and access the various help and support resources available within the ProSeries platform.

Who Should Attend?

New users of ProSeries or those considering a purchase of ProSeries.

Field of Study: Non-Technical - Computer Software and Applications

CPE: 1

IRS CE: 0