How long does it take to set up my account and start using the software after signing up?
After signing up and receiving approval email , it typically takes about 24 to 48 hours to set up your account and have your office up and running. It takes about 24 hours or less to gain access to your e-course.
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How can a preparer or business qualify for free tax software memberships?
To qualify for select free tax software memberships, you can provide volume proofs from the previous tax season. If you have 75 or more funded bank products, you can also receive a free partner membership.
Can I set my own tax preparation fee prices, and is there a limit?
Tax preparers with PTINs can set their own tax preparation fee prices, with the flexibility to charge up to $950. EFIN owners choose their own limits on what they charge.
Do you offer business software for Form 1120, and what version is available?
Yes, we offer 1120 business software, available in a web-based version, to assist tax professionals in preparing business tax returns efficiently.
When will my CE credits post to my IRS PTIN account after completing an e-course?
CE credits typically post to your IRS PTIN account within 14-16 days of completing the e-course.
Mastering Client Communication in Tax Services: Best Practices
Introduction Effective client communication is a cornerstone of success for tax professionals. It involves not only conveying tax-related information accurately but also managing client expectations, addressing inquiries promptly, and providing ...