Current Live Training Webinars

TAXWARE’S CLIENT TAX ORGANIZER: PROFORMA

Thursday, December 16, 2021 at 10AM PT
What it is and how to best use it to start your new season?

WINTAX 1040 DETAILED TRAINING

Thursday, January 13, 2022 at 10AM PT
This detailed training will take you step-by-step through creating a tax return and more.

WINTAX 1040 ENTRENAMIENTO DETALLADO

Viernes 14 de enero de 2022 a las 10AM PT
Únase a nosotros en esta detallada capacitación que lo llevara paso a paso a través de una declaración de impuestos y más conocimiento del programa.

WINTAX 1040: DIG DEEPER TRAINING

Tuesday, January 18, 2022 at 10AM PT
Join us to dig a little deeper in the following topics:

  • Defaults and Settings
  • Billing Setup and Print Profiles
  • Automatic Backup
  • Electronic Signature
  • PDF’s Archive Information
  • Edit Lookup Database Records

WINTAX 1040: NEW CLIENT CONVERSION BEST PRACTICES

Thursday, January 20, 2022 at 10AM PT
Topics covered will include:

  • Recall Clients
  • Dependent Information
  • Advance Child Tax Credit Reconciliation (Form 8812)
  • Due Diligence – Answers
  • Additional Questions Due Diligence