Pro Web Training for Preparers


 
 

Preparer Tutorials

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

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