uTax is excited to announce the return of our popular 1040 Walk-Through and In-Depth Program Featureslive webinar series! Offered in both English and Spanish, these webinars are part of a variety of training options uTax will offer during 2022 to help you learn the software program and take advantage of all the great features.
Our first 1040 Walk-Through (English) webinar takes place on: Wednesday, July 13 at 9:00 AM PT:Register Here
To view the complete schedule and register for any of our 2022 1040 Walk-Through and In-Depth Program Features webinars, simply go to our uTax Resource Center > Webinars page and select Click Here.
Most partners can access the uTax Resource Center directly from the software program > Work in Progress (WIP) screen > Web Site Tab or you can simply bookmark https://resourcecenter.utaxsoftware.com/ on your desktop.
About the Webinars:
Whether you are new to the uTax family and wanting to familiarize yourself with the software program, or an existing uTax partner who is simply looking for a refresher, an opportunity to provide training to new employees, or learn about more advanced features and functionality in the software program, these 90-minute webinars are the perfect courses! The webinars are available in English and Spanish and time is provided for Q&A.
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 that will include adding a State Package, the Wage and Tax Statement, Common Credits (EITC & CTC), Profit or Loss of Business Income, Basic Depreciation, the Sale of a Main Home and verifying for return completion.
In-Depth Program Features
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. Qualified Disaster Retirement Plan Distributions and Repayments (Form 8915-F) and additional features pertaining to sale of investment property, sale of stock, 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.
More to Come:
We hope to see you “online” this summer and look forward to announcing additional live webinar topics beginning later this fall that include:
Mobile App & WebTaxApp Walk-Through
Business Software Walk-Through
Affiliate Partner Program Overview – Value-Add for Clients and Extra Revenue Opportunities for You!
TY2022 Tax Law Update
What’s New in the 2023 Desktop Software for TY2022
Allocation and Depreciation of Assets
If you have any questions regarding our 2022 live webinar series, please contact our Partner Support Team at 206-209-2653 or your Account Manager at 844-440-8829. You can also email us at email@example.com.