The objective of this course is to provide tools and resources to improve efficiency and workflow processes when electronically filing your clients' tax returns. Through the E-File Help Center, the Electronic Filing Status dialog, and the State Electronic Filing guide these tools allow you to manage the status of your clients’ returns within your firm. Along with this, common rejection codes and resources to fix them are provided to better understand and streamline the acceptance process
The course is designed for firms and staff members who have previously e-filed tax returns. A high-speed internet connection is required.
Target Audience: Professional Staff, Management, and Administrative Staff
This course is eligible for 1.5 credits of NASBA CPE in the field of study Computer Software and Applications.
New for 2022 - this course is also eligible for 1 credit of IRS Federal Tax CE.