Pro Web Training for Preparers


 
 

Preparer Tutorials

Tutorial-1
Tutorial-2
Tutorial-3
Tutorial-4

Download Preparer Tutorials

 
 

Training Videos

1. First Time Login
2. Home Screen Navigation
3. Start New Return
4. Returning Client Carry Forward
5. Estimator Refund Calculator
6. Client List Tools
7. Client List Search Options
8. Rejected Returns
9. ProWeb TaxesToGO App Video
10. Adding Forms
11. Quick File - FAST
12. Going Paperless
13. W2 Entry
14. 2441 Dependent Care Expenses
 
15. Schedule A
16. Schedule B
17. Schedule C
18. Schedule D
19.Schedule E
20. Health Insurance 8962 & 8965
21. Depreciation
22. 8379 Injured Spouse Allocation
23. 5405 First Time Homebuyer Repayment
24. 3903 Moving Expenses
25. 2106 Job Related Travel Expenses
26. 8829 Business Use of Home
27. 8867 Due Diligence Checklist
28. W7 ITIN Application
29. IP Pin Identity Protection Pin
30. 4868 Application for Extension
31. Bank App & E-file Type
32. Submission Screen