This session will focus on any new form changes for TY 2023, updates to IRS Pub. 4557 – Safeguarding Taxpayer Data, doing Business tax returns with the Trial Balance and Schedule K-1s, self-help resources, including Knowledgebase, chat, and learning portal.
Who Should Attend
CPAs, EAs, tax staff and those who have some experience with tax preparation
Learning Objectives
- Understand updates to IRS Pub. 4557 — Safeguarding Taxpayer Data
- Learn about new form changes in the tax preparation software
- Learn how to work with Trial Balance and Schedule K-1 tax returns
Level
Intermediate
Instructional Method
Group: Internet-based
NASBA Field of Study
Computer Software & Applications (2 hours)
Program Prerequisites
None
Advance Preparation
None