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Professional Edition Video Tutorials

Thank you for being a valued ProSeries Professional customer. The following video tutorials will give you a look at how to maximize your productivity.
Program Setup & Maintenance
  • Access Rights Setup
  • Transferring Prior Year Data
  • Print Options
  • Billing & Invoicing
  • Database Maintenance
  • HomeBase Views
  • Downloading New Products & Updates
  • Password Protection


Preparing a Client's Return
  • Client Checklist Overview
    New For Tax Year 2007!
  • Client Presentation Overview
    New For Tax Year 2007!
  • How to Print
  • Client File Management
  • Multiple State Returns
  • Pay-Per-Return Authorization
  • Client Letter
  • Taxpayer/Spouse/Joint Indicators
  • Quickbooks Integration
  • Split MFJ Returns
  • Quickbooks Billing


Efiling & Bank Products
  • Bank Products in ProSeries Professional
  • Electronic Filing - Overview
  • Electronic Filing - Setting up a Return
  • Electronic Filing - Preparing up a Return
  • Electronic Filing - Transmitting a Return
  • Electronic Filing - Business Returns
  • Electronic Filing - Individual Extensions
  • Electronic Filing - Business Extensions
  • Electronic Filing Status - Manage Acknowledgements & Rejected Returns
  • Electronic Filing Status - Manage Statuses in HomeBase
 
 
 
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