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uTax Software
WEBINARS

“TELL ME AND I FORGET. TEACH ME AND I REMEMBER.
INVOLVE ME AND I LEARN.”

- Benjamin Franklin -

Helping you to learn and understand the uTax Software and features is our goal. Offering webinars covering software functionality, tax law,
Affiliate Partners and additional products and services, we’re dedicated to making sure you have the resources you need.

uTax 1040 Walk-Through

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.

* All times shown are Pacific Time

uTax 1040 Walk-Through
December 3, 202210:00am Register
uTax 1040 Walk-Through
January 7, 202310:00am Register

uTax 1040 Walk-Through (Spanish)

uTax 1040 Walk-Through - Spanish
December 10, 202210:00am Register

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 incluyendo agregar el paquete estatal, cubriendo el formulario de Ingreso e Impuestos, Créditos Comunes (EITC & CTC), Ganancias o Pérdidas sobre Ingreso Propietario, depreciación básica, la venta de una residencia principal, y completar el proceso de verificación para la declaración.

* All times shown are Pacific Time

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.

* All times shown are Pacific Time

uTax In-Depth Program Features
December 7, 202212:00pm Register

In-Depth Program Features (Spanish)

uTax In-Depth Program Features - Spanish
December 21, 20229:00am Register

Este curso es para los socios buscando una cobertura a fondo de las funciones y opciones de configuración del programa. Con cobertura extensa de la configuración, también haremos una demostración comprensiva de los materiales en las actividades de negocio, incluyendo millaje, depreciación, gastos actuales, y como importar el formulario K-1. Distribuciones y pagos de desastres calificados sobre plan de retiro (Form 8915-F), y cubriremos funciones adicionales perteneciente a la venta de propiedades de inversión, reportes, impresión, firmas, y también como hacer una copia de respaldo y restauración. Tome ventaja en este repaso profundo para expandir su entendimiento de las funciones y utilidades disponibles para asistir la administración de su oficina.

Nota: Recomendamos a socios nuevos atender el curso 1040 Walk-Through antes de atender esta presentación de las Funciones del Programa a Fondo.

* All times shown are Pacific Time

uTax Mobile App & Walk-Through

Date and Time:
November 2 at 10:00 AM


If you’re looking for ways to stay competitive and expand your business, then this webinar is for you. Covering both the uTax Mobile App and the WebTaxApp, we’ll explore the entire taxpayer and tax preparer experience. You’ll see how easy it is for clients to securely submit tax info and documents, the import process into the uTax Software, the ability to customize using the TaxMobileApp.com portal, and the very popular WebTaxApp which puts the capabilities of the Mobile App on your website. Whether you already have the app and want a refresher on all the updated features, or if you’re eager to learn more about how to use the Mobile App and WebTaxApp to grow and market your business, this webinar is an excellent resource for you.

* All times shown are Pacific Time

Business Software Walk-Through

Date and Time:
November 10 at 10:00 AM


This webinar will focus on the fundamental navigation techniques to seamlessly work through business returns in our Business software. Includes completing the client data screen, income statements and balance sheets, plus adding forms, assets, verifying the return for errors, and more.

* All times shown are Pacific Time

Affiliate Partner Program Overview

Date and Time:
November 30 at 10:00 AM


Description: In this live webinar, you’ll learn how uTax is more than just tax software! We’ll provide an overview of our excellent value-added products for your clients, extra revenue opportunities for you, and other educational and cost-saving services available through our Affiliate Partner programs listed below. You won’t want to miss this presentation!

Integrated Additional Revenue Generating Offerings:
• iPROTECT • Protection Plus • Forever Good Credit Continuing Professional Education Partners:
• Income Tax School • Lambers Group • Latino Tax Pros
Other Services: • iTransact Merchant Services

* All times shown are Pacific Time

Add Protection Plus to your Business and Benefit Both You and Your Clients

Date and Time:
December 9 at 12:00 PM


Description: In this webinar, you’ll learn about one of the best and most comprehensive audit assistance programs in the industry, offered by our long-time Affiliate Partner - Protection Plus. Last year alone, along with audit and inquiry letters from States, the IRS sent out over 200 million letters to taxpayers. By offering this value-added product to your clients, not only will you have an opportunity to earn extra revenue, you’ll also be relieved from the time-consuming task of researching and responding to this correspondence. Protection Plus ensures that taxpayers and tax professionals have year-round access to experienced professionals to not only assist with audit or inquiry letters, but also enable you to guarantee your work and reimburse the taxpayer in the event of a legitimate preparer error. Other valuable services offered by Protection Plus include assisting taxpayers with Denied Credits, Schedules, Tax Debt Relief and Legal Services. Add an entire Audit Defense Department to your practice!


* All times shown are Pacific Time

Forever Good Credit – Real Credit Repair, Real Results for Your Clients

Date and Time:
December 2 at 12:00 PM


Description: With our Forever Good Credit Affiliate Partner Program, you have the benefit of offering a turnkey credit repair solution to your clients from inside the Tax Software program with little or no extra work. At this webinar, you’ll learn more about how you can help your clients regain their good credit and earn extra revenue for your business at the same time.


* All times shown are Pacific Time

What’s New in the 2022 Desktop Software

Date and Time:
Mon, Dec 13, 2021 11:00 AM - 12:00 PM MST


In this webinar, we will highlight and provide an overview of new features and functionality included in our 2022 Desktop Software. Some of these enhancements include: Enhanced security with 2-Factor Authentication; Expansions to the Interview Mode state section; Redesign of the Taxpayer Invoice; Enhanced the software Database Setup; Greater fee visibility and details added for review in the Transmit Queue window; Expanded error and informational pop-up messages; Added new search and display fields to Extended Reports; and an overview of New and Updated 1040 Federal & Business Forms and Worksheets.

* All times shown are Pacific Time

Federal Tax Law Update for TY2022

Date and Time:
Wednesday, December 14 at 9:00 AM PT


Description: Our most popular and important webinar topic presented each season by Eva Rosenberg, EA (aka TaxMama), this webinar will cover the most important need to know tax law updates for TY2022. With an opportunity to ask questions, both experienced and new preparers will find this webinar informative. Services

* All times shown are Pacific Time

Federal Tax Law Update for TY2022
December 14, 20229:00am Register

Allocation and Depreciation of Assets

Date and Time:
December 16 at 10:00 AM


Description: In this webinar, we will talk about the basics of depreciation. This step-by-step webinar will provide a basic understanding of both depreciation and assets and show how easy it is to correlate depreciable assets to a specific schedule. We will also cover the unique differences between allocating vehicle depreciation and mileage – and how uTax simplifies this task.


* All times shown are Pacific Time