Keep It Simple Preparer Course

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Course Content

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Accessing Keep It Simple Online 1 Topic

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Creating a Desktop Shortcut

Login and Security 1 Topic

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How to configure 2 step authentication

Dashboard 2 Topics

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Accessing Business Returns

Accessing SimpleTAX Support

Clients 3 Topics

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Create A New Return For A New Client

Import a prior year client (Proforma)

Open Existing Client Return

Preparing A Tax Return 12 Topics

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Personal Information Sheet

Additional Information

Adding Dependents

Adding A W2 Form

Completing A Schedule C

QBI Deduction (Form 8995)

EIC Due Diligence (Form 8867)

Adding A State Return

E-File Signature Authorization (8879)

Verifying and Completing A Return

DM Docs 2 Topics

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Scanning Documents

Uploading Documents

Signature 6 Topics

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Capturing Signatures On A Sign Pad or Mouse

Sending Remote Signature Request via Email

Taxpayer Remote Signature Process via Email

Sending Remote Signature Request via Text (SMS)

Taxpayer Remote Signature Process via Text (SMS)

Verifying Remote Signature

View/Print 3 Topics

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Exporting to DM Docs

Emailing Tax Return to Customer

Encrypted Tax Return Password Information

Client Payment 2 Topics

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Recording Non-Bank Payments

Processing A Bank Product Application

MyTaxOffice Mobile App

Amend A Return 1 Topic

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EFiling An Amended Retuirn

Accessing Prior Years Software