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Self-Study CPE

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2024 FILING SEASON CHANGES FOR 1099 REPORTING
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THE CHOICE BETWEEN IRS FORM 1040 SCHEDULES C AND E
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2024 ANNUAL TAX SEASON UPDATE
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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EDUCATION TAX BENEFITS
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Introduction to ProConnect Tax Online: Live Demo

Taxes

INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO

CPE Processing FeeFREE

Webinar TranscriptionN/A

Presentation Length Hour(s)1.0 hour

CPE Credits 1.0 hour

Subject Area 1.0 - Taxes (Federal Tax)

CE Credits 1.0 hour

Course Id# - HURS9-T-00172-17-S

Course LevelBasic

Instructional MethodQAS Self-Study

PrerequisitesNone

Advance PreparationNone

Recorded DateMay 1, 2019

Date OfferedMay 15, 2023

Expiration DateMay 15, 2024

Who Should AttendCPA - small firm
CPA - medium firm
Enrolled Agent
Other

Course Description

See a demonstration of Intuit ProConnect Tax Online, the most widely used true cloud based tax application for professional tax preparers and firms.

In addition to eliminating software installation and PC and network maintenance, PTO uses the latest technology to save data entry time with direct import from hundreds of W-2 providers, banks and brokerages. Also see two of our PTO… More Connected services: Intuit Link, which improves client collaboration and document collection, and E-Signature, the fastest way to get signed 8879's.

Who should attend? Tax Professionals that are new to the ProConnect Tax Online program and would like to learn more about Intuit ProConnect Tax Online.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.

FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

Describe the benefits of using ProConnect Tax Online.
Identify time saving features built directly into ProConnect Tax Online.
Sign up for ProConnect Tax Online.
Utilize tools in ProConnect Tax Online to help manage firm workflow and increase productivity.
Import QuickBooks data into a tax return.

Additional Materials

Webinar Technical FAQs

Review Questions

Review Questions
QUESTION 1: 00:13:00 minutes
QUESTION 2: 00:35:00 minutes
QUESTION 3: 00:51:00 minutes

Frequently Asked Questions

CPAacademy self-study courses are online.
The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
Per NASBA guidelines, you have one year from date of purchase to complete each program.
Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
Print your own certificate of completion on the spot upon passing the exam.
Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

Review Questions
Final Exam

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Intuit Accountants' mission is to firmly position you as the trusted advisor your clients will turn to year after year. Our professional tax solutions simplify tax preparation so you free up time to focus on what matters most to your clients. Whether you are new to tax or an experienced professional, we have products, people and services to help you thrive. Intuit professional tax software products include Lacerte, ProSeries and ProConnect Tax Online (formerly known as Intuit Tax Online).

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