The objective of this course is to walk you through the process of using UltraTax CS to file Individual, Corporate and Partnership returns electronically. Topics include setting up UltraTax CS for electronic filing, entering data, creating electronic files, creating eSignature files, transmitting files, and automatically retrieving acknowledgements. Individuals who take this course should have applied for an EFIN with the IRS, and have a basic understanding of Windows. No advanced preparation is required. This course requires a high-speed Internet connection. This course qualifies for Computer Software & Applications – Non-Technical. Target Audience: Electronic Filing Administrative Staff & Professional Staff.
Course Objectives:
- Entering data to file 1040 Individual returns electronically
- Entering data to file 1120 and 1065 Business returns electronically
- Entering data for electronic funds withdrawal