Learning the fundamentals is the key to utilizing ProConnect tax to the fullest. This session will highlight the Individual 1040 return type, but the specific concepts are designed to be applicable to all tax types inside ProConnect Tax. Designed for new users or those considering ProConnect Tax, the content will also accelerate comprehension of those additional trainings featuring concepts specific to certain tax types, utilities, integrations, and workflows within ProConnect Tax.

Learning Objectives:

• Understand the organization of ProConnect Tax


• Apply prerequisite tax preparation knowledge to prepare and file tax returns with ProConnect Tax, across all supported tax types


• Implement program functionalities to optimize administrative tasks


• Identify and utilize resources for program guidance, troubleshooting, and education

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222