Objectives

• Learn about the numerous annual product enhancements and changes available in ProSystem fx Tax and gain invaluable information and tips designed to maximize your daily productivity.

Topics

• Changes as a result of 2009 legislation
• Detailed program changes by return type, including new federal and state forms
• Locking extension calculations
• New report listing all entity and activities in a return
• New trust type selection for Bankruptcy Estates
• Enhanced multi-state apportionment data entry
• Expanded Schedule M-3 detail entry
• New 1040 Modernized MeF e-file

Attendees

• Experienced ProSystem fx Tax users, including everyone from junior staff to seasoned veterans

Register Now
(Class formats listed below)

Sign Up: Sign Up: On-site or Web-based
(Single-client Training (1-on-1))


Sign Up: Sign Up: Community
($150/attendee)

CPE

• Taxes – 3 credits

Prerequisites

• Read Policies

Objectives

• Learn about the numerous annual product enhancements and changes available for Individual and Fiduciary returns in ProSystem fx Tax and gain invaluable information and tips designed to maximize your daily productivity.

Topics

• Changes as a result of 2009 legislation
• Detailed program changes by return type, including new federal and state forms
• Locking extension calculations
• New report listing all entity and activities in a return
• New 1040 Modernized MeF e-file
• New trust type selection for Bankruptcy Estates

Attendees

• Experienced ProSystem fx Tax users, including everyone from junior staff to seasoned veterans, who prepare Individual and Fiduciary returns

Register Now
(Class formats listed below)

Sign Up: Sign Up: On-site or Web-based
(Single-client Training (1-on-1))


Sign Up: Sign Up: Web-based
$100/attendee; Multi-client Training (MTS)

CPE

• Taxes – 2 credits

Prerequisites

• Read Policies

Objectives

• Learn about the numerous annual product enhancements and changes available for business returns (Forms 1120, 1120S, 1065 and 990) in ProSystem fx Tax and gain invaluable information and tips designed to maximize your daily productivity.

Topics

• Changes as a result of 2009 legislation
• Detailed program changes by return type, including new federal and state forms
• Locking extension calculations on all returns
• New report listing all entity and activities in a return
• Enhanced Multi-State Apportionment data entry
• Expanded detail entry to enter different Schedule M-3 descriptions

Attendees

• Experienced ProSystem fx Tax users, including everyone from junior staff to seasoned veterans

Register Now
(Class formats listed below)

Sign Up: Sign Up: On-site or Web-based
(Single-client Training (1-on-1))


Sign Up: Sign Up: Web-based
$100/attendee; Multi-client Training (MTS)

CPE

• Taxes – 2 credits

Prerequisites

• Read Policies

Objectives

• Provide an overview of the conversion process and an introduction to the administrative modules (Office Manager, Production Processing and Electronic Filing Status).

Topics

• Firm set-up
• Creating Office Groups
• Maintaining and updating the software
• Staff and application configuration options
• Creating Client Organizers
• Electronic Filing Status

Attendees

• Program administrators new to ProSystem fx Tax

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
• Taxes-2 credits

Prerequisites

• Read Policies

Objectives

• Provide an overview of the conversion process and an introduction to the administrative modules (Office Manager, Configure Staff and Electronic Filing Status).

Topics

• Firm set-up
• Creating Office Groups
• Staff and application configuration options
• Creating Client Organizers
• Uploading and downloading returns
• Electronic Filing Status

Attendees

• Program administrators new to Global fx Tax

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
• Taxes-2 credits

Prerequisites

• Read Policies

Objectives

• Using the intuitive and easy-to-use Worksheet View interface, this course addresses system navigation and functionality, and default return types.  

Topics

• Using Office Manager and production processing and data entry features
• Importing and exporting to/from Microsoft® Excel
• Accessing Help
• Reviewing returns
• Using Print Preview and print options

Attendees

• New users to ProSystem fx Tax

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Taxes-3 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• Using the intuitive and easy-to-use Worksheet View interface, this course covers the preparation of Individual tax returns, and other features specific to this return type.

Topics

• Understanding required entries
• Entering depreciation data
• Importing K-1 data from passthrough returns
• Children's tax return setup
• Multi-state processing
• Importing beneficiary information

Attendees

• New ProSystem fx Tax users

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Taxes-3 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies
• Introduction to ProSystem fx Tax course

Objectives

• Using the intuitive and easy-to-use Worksheet View interface, learn how to easily prepare Corporation, S Corporation, and Partnership tax returns in ProSystem fx Tax, along with important features specific to each return type.

Topics

• Domestic Production Activities Deduction
• Completing Schedule M-3
• Incorporating special allocations
• Allocation and apportionment
• Using multi-state return preparation
• Importing partner and shareholder data
• Setting up consolidated returns

Attendees

• New users to ProSystem fx Tax

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Taxes-3 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies
• Introduction to ProSystem fx Tax course

Objectives

• Learn how to painlessly and efficiently e-file your firm's Individual and Business tax returns in ProSystem fx Tax.

Topics

• Registering with the IRS
• Setting up alternative filing options in Office Manager
• Preparing returns for e-filing, and submitting returns to Tax
• Modernized e-file and the Fed/State program
• Understanding mandatory federal and state e-file requirements
• Using the web-based ProSystem fx Electronic Filing Status System

Attendees

• Users new to e-filing and/or the ProSystem fx Tax product

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Taxes-3 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• Review the electronic filing process for firms that e-filed last year

Topics

• Licensing with various Tax Authorities
• Setting Up Alternative Filing Options in Office Manager
• Preparing Returns for e-filing and submitting returns to ProSystem fx Tax
• Using the ProSystem fx Electronic Filing Status System
• What's new for electronic filing

Attendees

• Experienced ProSystem fx Tax users

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
• Taxes-1 hour

Prerequisites

• Read Policies

Objectives

• Discover how the features and functionality of Worksheet View offer your company improved ease-of-use functionality while integrating new technologies into ProSystem fx Tax.

Topics

• Navigating the screen layout of Worksheet View
• Accessing data input screens
• Moving quickly between worksheets
• Entering data on newly-grouped input screens
• Sorting, inserting/deleting lines, and column totals in summary grids
• Copying and pasting from Microsoft®Excel to Worksheet View summary grids
• Linking to worksheets from government forms

Attendees

• Experienced ProSystem fx Tax users

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
• Taxes-1 credit 

Prerequisites

• Read Policies

Objectives

• Provide a comprehensive understanding and preparation of Form 8903 - Domestic Production Activity Deduction.

Topics

• Overview and understanding of Form 8903 [DPAD]
• A brief history, and understanding of DPAD definitions
• Examples of preparing Form 8903
• Understanding the input for passthroughs in the reporting entity
• Reviewing the QPAI schedule and Form 8903
• Preparing Form 8903 for an Expanded Affiliated Group [EAG]

Attendees

• Experienced ProSystem fx Tax users

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
• Taxes-1 credit

• Read Policies

Objectives

• Provide a comprehensive understanding and preparation of Schedule M-3 in corporation, S corporation and partnership returns.

Topics

• Overview and understanding of Schedule M-3
• Examples of Schedule M-3 journal entries in ProSystem fx Engagement
• Input for Schedule M-3 when not utilizing journal entries
• Examples of reclassifying income and deductions when one reportable line needs to be broken out into different Schedule M-3 lines
• Understanding and preparing Form 8916-A - reconciliation of Cost of Goods Sold reported on Schedule M-3

Attendees

• Experienced ProSystem fx Tax users

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
• Taxes-2 credit

Prerequisites

• Read Policies

Objectives

• Provide a better understanding of features and functionality available in both ProSystem fx Tax and Adobe Acrobat®, used for reviewing returns in a "less paper" environment. Using the Worksheet View interface, learn multiple options for reviewing on-screen so you can choose the way that best suits your style and your firm's best practices.

Topics

• Using ProSystem fx Tax tools to aid in the on-screen review of tax returns
• Using the review tools available in Adobe Acrobat®
• Securing returns in both ProSystem fx Tax and Adobe Acrobat®

Attendees

• Experienced ProSystem fx Tax users

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Taxes-2 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies