uTax Software


- 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.

Business Solutions You Need for a Successful Tax Season
October 26, 20211:00pm Register
uTax Mobile App & WebTaxApp Walk-Through
November 2, 202110:00am Register
uTax 1040 Walk-Through
November 3, 20219:00am 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 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.

uTax 1040 Walk-Through Spanish TY2021 Template
December 31, 20219:00am 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 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.

December 1, 202112:00pm Register
uTax In-Depth Program Features
December 8, 202112:00pm Register
2021 Template
December 31, 20219:00am 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 pretendiendo a la venta sobre propiedad de inversión, venta de valores capitales, 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.

uTax In-Depth Program Features - Spanish
December 1, 202112:00pm Register
uTax In-Depth Program Features - Spanish
January 6, 202212:00pm Register
TitleDateStart TimeDurationRegister
Forever Good Credit - uTax Affiliate Partner Program In partnership with Forever Good Credit, now you have the benefit of offering a turnkey credit repair solution to your clients from inside your Tax Software 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 put more money in your pocket at the same time.12/10/2020 10:00am PST45 minutes