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?

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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.

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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.

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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
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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
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