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How to prepare a Simple 1040 in Pro-Connect Tax Online

Monday, August 19, 2019 | 10:00 AM EDT

  • CPA
  • EA

1 Credit


Subject Area


Upcoming Webinars

Course Description

This free webinar is for CPAs assistants who are new to Pro-Connect Tax Online. It covers how to set up the account and begin preparing a simple 1040 return. In this online CPE course, new users successfully set up the administrative information in the settings, navigate the program, learn to enter W-2, Interest, Dividend, and Capital Gain Income. This course provides an excellent introduction to the tax preparation workflow needed to complete an Individual tax return. This course is the first step in learning the Pro-Connect Tax Online program.

Learning Objectives

  • Set up and edit firm and prepare information
  • Manage & Invite Users to have access to the program
  • Go over different types of access for other users
  • Manage Your Account for each user
  • Find where the Customer Account Information is located

Who Should Attend?

  • CPA (Industry)
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA