Conclusion
ProSeries Professional
After having completed this Self-Paced Training Course, you should now better understand how to:
- Use and customize the new Client Checklist feature to gather the important tax information you need from your clients more easily and effectively.
- Add value to the services you offer by utilizing the new Client Presentation feature.
- Quickly access any client's summary information without exiting the active return using the Client Snapshot feature.
- Easily find where to enter data in the 1040 and 1065 program with the help of Where Do I Enter feature improvements.
- Use the new and improved input forms, schedules and worksheets for Tax Year 2007. Some of these include the K-1 input screens in the 1065, 1120, 1120s and 1041 programs, Schedule D and related worksheets including the optional Capital Gain Transaction Worksheet, Tuition and Fees worksheets including the new 1098-T Worksheet, Noncash Contributions in the 1040 program and several more.
- Easily identify where new tax provisions have been implemented and have an increased awareness of how our ProSeries development teams incorporated them.
We hope that you have found this training course to be a valuable and helpful tool in not only preparing you for the tax season but also as a reference point for the training you need, when you need it.
For more information about our other ProSeries training courses at any time, click Training & CPE from the top navigation bar. Click Next below to continue to the ProSeries.com Training page.