Track 1

Preparer Training

Everything a preparer needs to complete a return in ProWeb.

Manual 1

Getting Started

Log in for the first time, find your way around, and set up the client-facing tools.

• First Time Login
• Homescreen Navigation
• Client List Search Option
• Branded Mobile App
• Going Paperless
• Customer Portal – Client Portal

6 lessons · 45 min Open manual → Manual 2

Starting a Return

Open a new or carried-forward return and complete the main information screens.

• Start A New Return
• Filing Status Selection
• Personal Information Entry
• Dependent Entry Screen
• Carry Forward – Prior Year Client
• Quick Refund Calculator

6 lessons · 17 min Open manual → Manual 3

Working & Finishing the Return

Add forms, attach a bank product, review, and send the return to e-file.

• Adding Forms – Return Navigation
• Add Bank Product – E-file Page
• Submission Page – Mark For Review
• Review Return Work Flow

4 lessons · 18 min Open manual → Manual 4

Income

Enter W-2s, self-employment, interest and dividends, capital gains, rental income, depreciation and vehicle expenses.

• W-2 Input
• Schedule C and 1099-NEC
• Schedule B – Navigation and Entry
• Schedule D – Navigation and Entry
• Schedule E – Navigation and Entry
• Depreciation Navigation and Entry
• Car and Truck Expense – Mileage

7 lessons · 28 min Open manual → Manual 5

Deductions & Credits

Itemized deductions, common credits, healthcare reporting and due diligence.

• Schedule A – Basic Navigation
• Child Care Credit – 2441
• 8863 – 1098-T – Education Credit
• 1095-A – Healthcare Reporting
• First Time Home Buyer Credit – 5405
• 8867 – Due Diligence

6 lessons · 18 min Open manual → Manual 6

Special Situations

ITIN applications, amended returns and extensions.

• W-7 ITIN Application
• Amended – Fixing Another Office's Errors
• Amended – Accepted Client Return
• Application For Extension

4 lessons · 15 min Open manual →

Track 2

Office Admin Setup

One-time configuration for office owners and managers.

Manual 7

Initial Office Setup

Create preparer logins, configure your EFIN and office, and lock down access by IP.

• Configuration Intro
• Create Preparer Login
• ERO – EFIN Config
• Office Setup – Config
• Office IP Whitelist

5 lessons · 19 min Open manual → Manual 8

Customizing Your Workflow

Interview questions, tags and taxpayer profiles that shape how your office works.

• Questions
• Tags – Configuration
• Taxpayer Profile

3 lessons · 12 min Open manual → Manual 9

Security Templates

Ready-made permission templates for each role in your office.

• Jr. Prep – Data Entry Security Template
• Sr. Preparer Security Template
• Manager Security Template
• Reviewer Security Template

4 lessons · 20 min Open manual →