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Level: Intermediate
The objective of this course is to provide tools and resources to improve efficiency and workflow processes when electronically filing your clients' tax returns. We will cover help resources that assist with all stages of e-filing from data entry to error resolution. We will also review recent enhancements to the e-file status system to easily and more efficiently keep track of returns as they advance through the preparation process. This course is effective as a refresher for staff who have previously e-filed returns, but is also suitable as an introduction for those new to e-filing in UltraTax CS.
Target Audience: Professional and Administrative Staff
This course is eligible for 1.5 credits of NASBA CPE in the field of study Computer Software & Applications - Non-Technical.
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