READY TO GET STARTED?
Becoming a new partner can be overwhelming...we know! That's why we created this system to provide you with an online, easy-to-access, system needed to guide you through the onboarding process.
Get excited! You're making the first step in your journey to financial freedom and success by becoming a certified partner of The Boss Connect!
New Partner Orientation Curriculum
EIN Registration
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days
after you enroll
PTIN REGISTRATION
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after you enroll
EFIN Registration
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after you enroll
Forming a Limited Liability Company (LLC)
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after you enroll
- 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
Available in
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days
after you enroll
- 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
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days
after you enroll
The 5 Filing Statuses
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days
after you enroll
Dependents
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days
after you enroll
Standard Deductions
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days
after you enroll
Credits
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days
days
after you enroll
Important-Most Often Used Schedules
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days
after you enroll
Most Used Income Forms
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days
days
after you enroll
Preparing and Filing the Tax Return
Available in
days
days
after you enroll
- 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?
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