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New Partner Orientation
EIN Registration
Overview
Sole Proprietorship
Limited Liability Corporation (LLC)
How to Apply for an EIN Walkthrough (5:41)
PTIN REGISTRATION
Overview
Apply for a PTIN
EFIN Registration
Become an Authorized IRS
Forming a Limited Liability Company (LLC)
What is an LLC?
How can an LLC Benefit Your Business
Why a Business Plan?
Financial Plan
Marketing Plan
Operations Plan
Becoming an Independent Tax Business Owner
Purchasing Tax Season Equipment & Supplies
Establishing Your Tax Office
Home-Based Office
Brick and Mortar Business
Leasing With Ace Cash Express
Setting Your Goals
Identify Your Target Clients
Establish Your Marketing Budget
Start with a Website
What is Digital Marketing?
Internet Marketing
Social Media Marketing
Managing Your Social Media Marketing
Neighborhood Marketing
Client Refer-A-Friend Program
Public Relations (PR) and Publicity
Networking
Discounts, Incentives, and Special Promotional Offers
Mass Media
Network Television
Radio Advertising
Mass Mailing
Outdoor Advertising
Glossary
Acknowledgement
Audits
Bank
Bank Product
Bulletins
Care Providers
Central Site
Client
EFIN
EIN
New Lecture
ERO
Main Office
Occupation
PIN
PTIN
RAC
Rejection
Verify
The 5 Filing Statuses
Overview
Single
Married Filing Jointly
Married Filing Separate
Head of Household
Qualifying Widower with Dependent
Dependents
Why Claim Someone as a Dependent?
Who Qualifies as a Dependent?
Qualifying Child
Qualifying Relative
Frequently Asked Questions
Standard Deductions
Overview
Standard Deduction Basics
Standard Deduction Amounts
Standard Deduction Increases
Special Situations
Credits
Earned Income Tax Credit
American Opportunity Tax Credit
Lifetime Learning Credit
Child and Dependent Care Credit
Important-Most Often Used Schedules
SCH A (Itemized Deductions)
SCH C (Profit Or Loss From Business)
What is a sole proprietorship?
Schedule C Reporting
Reporting Self-Employment Taxes
Most Used Income Forms
W-2
W-2 Wages and Withholding
Information on the 1099-MISC
What to do with a 1099-MISC?
1099-MISC
1099-G
SSA-1099
Different Types of Information Returns
DUE DILIGENCE (Required)
PREPARING THE TAX RETURN
Preparing and Filing the Tax Return
Introduction
Tax Return Menu Bar
Tax Return Toolbar
Tax Return Information Bar
Attached Forms Screen
Open Form Screen
Creating a New Tax Return
Continuing an Existing Tax Return
The Client Data Screen
Entry of the Client Screen Data
Adding Forms to the Return
Completing the Processing of the Return
Verification of the Return
E-Filing via Transmitting to Central Site
Printing the Return and other Related Forms
How Do I Get Paid?
Outdoor Advertising
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