Preparer-Level Training
Training for preparers working at the office level.
9 articles
Articles in Preparer-Level Training
Start New Return
Watch this preparer-level training recording. Menus may differ by software version.
Review Returns
Watch this preparer-level training recording. Menus may differ by software version.
Rejected Returns — office review
This recording covers internal office review, approval and rejection. It repeats the Review Returns lesson; it is not IRS reject-resolution training.
PreAck Advances
Watch this preparer-level training recording. Menus may differ by software version.
Amended Returns
Watch this preparer-level training recording. Menus may differ by software version.
Navigating Returns
Watch this preparer-level training recording. Menus may differ by software version.
E-File Process
Watch this preparer-level training recording. Menus may differ by software version.
Client Search
Watch this preparer-level training recording. Menus may differ by software version.
Basic Income Form Navigation
Watch this preparer-level training recording. Menus may differ by software version.