uTax Software

WEBINARS

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, covering the Wage and Tax Statement, Common Credits (EITC & CTC), Profit or Loss of Business Income, Basic Depreciation, and verifying for return completion. We also introduce the Return Interview Mode, a popular option for less-experienced tax preparers that may prefer the interview method when preparing a client’s return.

TitleDateStart TimeDurationRegister
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, covering the Wage and Tax Statement, Common Credits (EITC & CTC), Profit or Loss of Business Income, Basic Depreciation, and verifying for return completion. We also introduce the Return Interview Mode, a popular option for less-experienced tax preparers that may prefer the interview method when preparing a client’s return.12/11/20191:00pm PST1.5 hours
Register
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, covering the Wage and Tax Statement, Common Credits (EITC & CTC), Profit or Loss of Business Income, Basic Depreciation, and verifying for return completion. We also introduce the Return Interview Mode, a popular option for less-experienced tax preparers that may prefer the interview method when preparing a client’s return.1/7/20201:00pm PST1.5 hours
Register

uTax 1040 Walk-Through (Spanish)

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, cubriendo el formulario de Ingreso e Impuestos, Créditos Comunes (EITC & CTC), Ganancias o Pérdidas sobre Ingreso Propietario, depreciación básica, y completar el proceso de verificación para la declaración. También introduciremos el módulo de Entrevista, una opción popular para los preparadores de impuestos con menos experiencia que prefieren el método de entrevista al preparar declaraciones del cliente.

TitleDateStart TimeDurationRegister
uTax 1040 Walk-Through Spanish
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, cubriendo el formulario de Ingreso e Impuestos, Créditos Comunes (EITC & CTC), Ganancias o Pérdidas sobre Ingreso Propietario, depreciación básica, y completar el proceso de verificación para la declaración. También introduciremos el módulo de Entrevista, una opción popular para los preparadores de impuestos con menos experiencia que prefieren el método de entrevista al preparar declaraciones del cliente.
1/6/20201:00pm PST1.5 hours
Register

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. Additional features pertaining to dynamic database 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.

TitleDateStart TimeDurationRegister
uTax 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. Additional features pertaining to dynamic databases 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.
12/18/20199:00am PST1.5 hours
Register
uTax 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. Additional features pertaining to dynamic databases 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.
1/9/20201:00pm PST1.5 hours
Register

In-Depth Program Features (Spanish)

Esta presentación es para nuestros socios buscando una cobertura más a fondo sobre las funciones del programa y opciones de configuración. Incluido con cobertura extensa de configuración, también vamos a demostrar en un método comprensivo las actividades de negocio, incluyendo millaje, depreciación, gastos actuales también la importación del formulario K-1. Funciones adicionales sobre la base de datos dinámica, reportes, impresión, firmas, y también el respaldo/recuperación de archivos serán demostrados. Tome ventaja de esta presentación a fondo del programa para expandir su entendimiento de las funciones y utilidades disponibles para asistir en su práctica de declaraciones y administración de su negocio.

Nota: Recomendamos que nuestros nuevos socios participen en la presentación de 1040 Walk-Through antes participar en esta presentación de In-Depth Program Features.

TitleDateStart TimeDurationRegister
uTax In-Depth Program Features - Spanish Esta presentación es para nuestros socios buscando una cobertura más a fondo sobre las funciones del programa y opciones de configuración. Incluido con cobertura extensa de configuración, también vamos a demostrar en un método comprensivo las actividades de negocio, incluyendo millaje, depreciación, gastos actuales también la importación del formulario K-1. Funciones adicionales sobre la base de datos dinámica, reportes, impresión, firmas, y también el respaldo/recuperación de archivos serán demostrados. Tome ventaja de esta presentación a fondo del programa para expandir su entendimiento de las funciones y utilidades disponibles para asistir en su práctica de declaraciones y administración de su negocio.

Nota: Recomendamos que nuestros nuevos socios participen en la presentación de 1040 Walk-Through antes participar en esta presentación de In-Depth Program Features.
1/8/20201:00pm PST1.5 hours
Register

Running and Understanding In-Season Reports

This webinar will focus on reports you’ll use to manage tax returns prepared with the software. We’ll cover return acknowledgements, rejections, unfunded returns, and customized reports. With these reports in hand, you’ll be able to quickly and accurately manage and analyze your tax season.

TitleDateStart TimeDurationRegister
Running and Understanding In-Season Reports This webinar will focus on reports you’ll use to manage tax returns prepared with the software. We’ll cover return acknowledgements, rejections, unfunded returns, and customized reports. With these reports in hand, you’ll be able to quickly and accurately manage and analyze your tax season.12/17/201910:00am PST1 hour
Register

Allocation and Depreciation of Assets

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.

TitleDateStart TimeDurationRegister
Allocation and Depreciation of Assets 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.12/19/201910:00am PST1 hour
Register

Tax Law and Important Industry Updates

One of our most popular and important webinar topics each season, this webinar will cover the most important changes you need to know for TY2019. Topics include, additional proposed changes to Form 1040, new tax brackets and standard deductions, numerous tax inflation adjustments and any pending or expiring key legislation and policies impacting our industry. With an opportunity to ask questions, both experienced and new preparers will find this webinar informative.

TitleDateStart TimeDurationRegister
Tax Law and Important Industry Updates One of our most popular and important webinar topics each season, this webinar will cover the most important changes you need to know for TY2019. Topics include, additional proposed changes to Form 1040, new tax brackets and standard deductions, numerous tax inflation adjustments and any pending or expiring key legislation and policies impacting our industry. With an opportunity to ask questions, both experienced and new preparers will find this webinar informative. 12/11/201910:00am PST1.5 hours
Register