ProConnect Tax Online Essentials

*All webinar times are listed in Central Standard Time

 

ProConnect Tax Online What's New & Season Readiness

Utilize ProConnect Tax Online to its fullest. Our product experts, will guide you through advanced tips and tricks, new functionality and the key improvements of Tax Online for Tax Year 2017 – all designed to help you boost your productivity and exceed expectations.

 

CPE Credits: 1

Nov. 30 - 3PM

Dec. 19 - 3PM

Feb. 1 - 1PM

Setup & Administration

In this 60-minute course you will learn where and how to setup your online account access and what new customer requirements will need to be satisfied before you can load the program or e-file.

CPE Credits: 0

Review & File

In this 90-minute webinar you will learn how to review a return, troubleshoot diagnostics and overrides and file a tax return. This will prepare you to be ready for your Tax Season.

 

CPE Credits: 1

Dec. 6 - 11AM

Jan. 17 - 12PM

Feb. 12-11:30AM

Introduction to ProConnect
Tax Online – Live Demo

During this 60-minute webinar, see a live demonstration of Intuit ProConnect Tax Online, the most widely used true cloud based tax application for professional tax preparers and firms.

 

 

CPE Credits: 1

Dec. 14 - 11AM

Jan. 10 - 3PM

Feb. 13 - 3PM

Common Pitfalls in PTO

This webinar will help you avoid various ProConnect Tax Online pitfalls by reviewing inputs for common questions and issues that we see customers experience at this critical time. We will review amended returns, payments made with the extension, K-1 imports, and multi-state wages and withholdings.

 

CPE Credits: 0

Jan. 16 - 10AM

Feb. 8 - 10AM

Paperless Practice with ProConnect Tax Online

This 1-hour webinar will teach you how to securely collect your client’s source documents, improve collaboration, and reduce processing time leading up to e-file using Intuit Link and eSignature in ProConnect Tax Online. This webinar will be delivered by Robbie Randall, Product Specialist at Intuit.

 

CPE Credits: 1

Nov. 15 - 11AM

Dec. 6 - 3PM

Jan. 3 - 3PM

Data Entry Fundamentals

In this 90-minute webinar you will learn how to navigate through a client’s return within PTO, complete a basic return and generate commonly used inputs.

 

 

CPE Credits: 1.5

Dec. 20 - 11:30AM

Jan. 24 - 11:30AM

Intermediate Data Entry

In this 100-minute webinar you will learn a more in-depth data entry knowledge; for inputs such as depreciation, Like-Kind exchanges and Schedule E properties.

 

 

CPE Credits: 0

Advanced Data Entry

Designed for advanced users of the program, this 60-minute webinar focuses on detailed data entry knowledge for topics such as; Foreign Income, Foreign Credits and Net Operating Loss.

 

CPE Credits: 0

Customizing Your Product

In this 60-minute webinar you will learn the capabilities and customizations of the ProConnect program and how they can benefit your tax preparation.

 

CPE Credits: 0

ProConnect Tax Online Business Return Fundamentals

(1120, 1120s, 1065)

In this 60-minute webinar you will learn how to produce basic input for a 1065,1120,1120s return.

 

 

 

CPE Credits: 1.5

Nov. 27 - 2PM

Dec. 18 - 10AM

Jan. 30 - 10AM

Handling State and
Multi-State Returns

In this 60-minute webinar you will learn how to produce a state return and the program capabilities for multi-state returns.

 

 

CPE Credits: 0

Introduction to QBOA

Join us for this 3-part webinar series to discover the benefits of cloud accounting. Learn how to grow your practice and work more efficiently with QuickBooks Online Accountant. By the end of this course, you’ll identify which of your clients are a good fit for QuickBooks Online and build an action plan to successfully transition to the cloud.

 

CPE Credits: 0

New sessions coming soon.

New QuickBooks Online Accountant Features

This 60-minute webinar will help you ensure nothing falls through the cracks with a brand new, user-friendly workflow and client collaboration features in QBOA.

 

CPE Credits: 1

New sessions coming soon.

Make Your Practice Wildly Profitable with QBOA!

Efficiency, integration, and automation, these are a few of our favorite things. We’ll demonstrate how to add high value advisory services to the compliance work you do today. Learn how to make payroll a profitable service in the cloud. This 1-hour webinar will teach you how to kick your QuickBooks Online practice into high gear.

 

CPE Credits: 1

YES you CAN do that in QBO!

We have heard your feedback, and we want to share the features we’ve added to QBO to make you productive. This 1-hour webinar will teach you the tricks power users leverage in QuickBooks Online to be more productive than in QuickBooks Desktop. We’ll also share how to do the functions you miss from QuickBooks desktop.

 

CPE Credits: 1

Nov. 14 - 3PM

Dec. 21 - 3PM

Jan. 30 - 3PM

I Hate QBO!

This webinar addresses the common challenges that frustrate professionals using QuickBooks Online. We heard your feedback, and we have great news to share to break the cycle. In this 1-hour webinar, we will share with you best practices from our power users about how to get the most out of QBOA.

 

CPE Credits: 1

Nov. 13 - 3PM

Dec. 8 - 11AM

Jan. 16 - 3PM

Feb. 20 - 3PM

 

Tax Season Preparation Tools

 

Tax Law Update

This class will ensure tax practitioners understand the latest tax law and form changes for tax year 2017. Tax professionals and their clients will stay up to date and compliant with latest changes to replace or augment training they receive elsewhere. We will cover the following topics: tax law changes, extender provisions, miscellaneous topics, Affordable Care Act, IRS Annual Filing Season Program and inflation adjustments.

 

CPE Credits: 1 

Nov. 21 - 3PM

Dec 7-11:30AM

Jan 16 - 12PM

Tax Help for Small Business
and Self-Employed Clients

This 60-minute session will enable the attendees to have meaningful conversations with their clients prior to tax season. Various tax planning opportunities will be presented so that you can have meetings to discuss with your clients how they might avoid or decrease their tax liability by pursuing some strategies presented prior to the end of the calendar year.

 

CPE Credits: 1

 

Small Business Tax Advisor

In this 3-part webinar series, we will give you the tools to evaluate and grow your Small Business Accounting and Tax Advisory services. Each course includes a unique set of case studies that demonstrate a wide variety of advisory opportunities for various client types and situations. The scenarios will inspire you to evolve your own practices with an integrated solution of Intuit’s Accounting and Tax products.

 

CPE Credits: 2

Dec. 4 - 10AM

Changing Your Practice with Tax

Come join us for a session where we will break down some of the myths of tax preparation, help you understand the potential upside to your practice, and share the tools that help you do it very easily. We will also offer guidance on the best way to start incorporating this work into your practice.

 

CPE Credits: 0

Nov. 30 - 12:30PM

Jan 25-12:30P

Feb 13-11:30AM

Tax Help for Your
Individual Clients

This 60-minute session will enable the attendees to have meaningful conversations with their clients prior to tax season. Various tax planning opportunities will be presented so that you can have meetings to discuss with your clients how they might avoid or decrease their tax liability by pursuing some strategies presented prior to the end of the calendar year.

 

CPE Credits: 1

Aug. 16 - 1PM

Oct. 24 - 11AM

Finding your Niche

A look at small businesses and how niche apps solve for those clients' workflows. You will gain knowledge on how to find apps that will work for the niche that your practice specializes in.

 

CPE Credits: 1

Nov. 7 - 12PM

Jan. 8 - 11AM

Value Pricing - How to Advance & Win With Your Clients

This 90-minute webinar presentation will dive into the logic, reasoning, proof of concept, and implementation of aligning your interests with your client’s interests regarding engagement, pricing, deliverables, communication and procedures as we move into a new era of value pricing for tax and accounting clients. 

 

 

CPE Credits: 1.5

Dec. 8 - 11:00AM

Jan. 9 - 12:30PM

IRS Red Flags

This 60-minute session will provide detailed explanations of tax situations that could trigger IRS correspondence, an overview of common notices, and tips for responding appropriately when a taxpayer receives a letter from the IRS.

CPE Credits: 1

Dec. 5 -12PM

Jan. 10 - 10AM

Feb. 1 - 10AM

Working Remotely

This 60-minute session will enable the attendees to save time by working efficiently with remote employees and clients. ProConnect practitioner and recognized trainer Renee Daggett, EA will demonstrate best practices to save time and create great client experiences so attendees can work with remote employees and clients in their practice.

 

CPE Credits: 1

Nov. 30 - 11AM

Jan. 10 - 12PM

Safeguarding Taxpayer Data

This 60-minute session will enable the attendees to better safeguard taxpayer data in their office and with their clients. Current facts and trends will be presented so you can communicate the risks of identity theft to staff and clients.

 

 

CPE Credits: 1

Dec. 12 - 12:30PM

Jan. 30 - 3PM

An Inside Look at Data
Theft From a Tax Office

This 120-minute course will feature a tax professional from a multi-service firm who experienced data theft in 2017. Learn how cyber criminals targeted this firm, gained access to the network, stole taxpayer data, and filed hundreds of fraudulent tax returns.

 

CPE Credits: 0

Paperless Tax Workflow

This session will enable the attendees to implement a paperless tax workflow in their office and better collaborate with clients. Renee Daggett, EA will demonstrate best practices to save time and reduce errors so attendees can implement a paperless workflow in their office. 

 

CPE Credits: 1

Jan. 9 - 11AM

 

 

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Frequently Asked Questions

1. When will I receive my CPE credit? 

Please allow 2-3 Weeks for processing CPE credit. 

2. It has been over 3 weeks, why doesn’t the IRS have record of my (month) classes? 

We send a report to the IRS every month for all the webinars that are presented during that month. 

3. A group of us attended the webinar from the same conference room in our office and answered all of the polling questions, why did only one of us get credit? 

Certificates are sent to the name registered with the email. Please be sure to register with an individual email for each attendee to receive credit. Unfortunately we cannot retroactively issue credit for attendees that did not register. 

4. Email registered for the webinar needs to be updated. 

Please contact PCGtraining@intuit.com and include the following: First and Last name; Exact session name and date/time; Email used to register along with updated email.

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Intuit, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

For information regarding refund, complaint resolution and program cancellation policies, please contact our customer support chat team.

 

Program cancellation policy:
At times, we must change a course location, course date, or postpone a course. We will give the customer as much advanced notice as possible of any such change. If the customer is unable to attend a course at the revised location or date, we will credit 100% of any course fees paid against a future course or, if requested, refund those fees. However, we will not be liable for any other costs incurred including (for example) travel charges or any consequential damages even if we were advised of them. Intuit may cancel courses for low attendance or due to unforeseen weather conditions up to 3 days prior to the start date. Should your course be cancelled by Intuit, you will be offered a future event or a full refund.

 

Refund policy:
Any registration cancelled up to 5 days prior to the course will be refunded in FULL. Substitutions will be accepted at any time prior to the beginning of the course. NO refund or credits will be issued for participants that fail to attend any days of the course. Intuit may cancel courses for low attendance or due to unforeseen weather conditions up to 3 days prior to the start date. Should your course be cancelled by Intuit, you will be offered a future event or a full refund. Any refund with respect to cancellation of course where an alternative option cannot be provided by Intuit, would be processed within 30 days from date of request.

 

Complaint resolution policy:
Intuit will make every effort to resolve complaints regarding NASBA compliance within a reasonable amount of time and in a confidential manner