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Web1040 Pro University

Video Tutorials and Guides
48 articles

First Time Login Video Tutorial

Below is a video tutorial on logging in to the software for the first time. More Video Tutorials Home Screen Navigation Start a New Return Returning Client Carry Forward Refund Calculator Client List Tools Client List Search Options Rejected Returns Web1040 Pro Mobile App Adding Forms Quick File ...

Home Screen Navigation Video Guide

Below is a video guide on the options available from the Home Screen. More Video Tutorials First Time Login Start a New Return Returning Client Carry Forward Refund Calculator Client List Tools Client List Search Options Rejected Returns Web1040 Pro Mobile App Adding Forms Quick File Going Paper...

Start a New Return Video Tutorial

Below is a video tutorial on starting a new tax return and entering basic information. More Video Tutorials First Time Login Returning Client Carry Forward Refund Calculator Client List Tools Client List Search Options Rejected Returns Web1040 Pro Mobile App Adding Forms Quick File Going Paperles...

Returning Client Carry Over Video Tutorial

Below is a video tutorial on pulling a returning client's information into a tax return for the current year. More Video Tutorials First Time Login Start a New Return Refund Calculator Client List Tools Client List Search Options Rejected Returns Web1040 Pro Mobile App Adding Forms Quick File Go...

Refund Calculator Video Tutorial

A video tutorial on using the Refund Calculator for a quick refund estimate. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Client List Tools Client List Search Options Rejected Returns Web1040 Pro Mobile App Adding Forms Quick File Going Paperless W2 Entry 2...

Client List Tools Video Tutorial

Below is a video guide on the Client List Tools in the software. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Search Options Rejected Returns Web1040 Pro Mobile App Adding Forms Quick File Going Paperless W2 Entry 2441 Dependen...

Client List Search Options Video Tutorial

Below is a video tutorial on using the Client List Search Options in the software. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Rejected Returns Web1040 Pro Mobile App Adding Forms Quick File Going Paperless W2 Entry 2441...

Rejected Returns Video Tutorial

Below is a video tutorial on viewing rejected returns in the software. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Web1040 Pro Mobile App Adding Forms Quick File Going Paperless W2 Entry 2441 D...

Web1040 Pro TaxesToGo Mobile App Video Tutorial

Below is a video tutorial on the Web1040 Pro Mobile App. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Dependent Care Expens...

Adding Forms Video Tutorial

Below is a video tutorial on adding forms in the software. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Web1040 Pro Mobile App Quick File Going Paperless W2 Entry 2441 Dependent...

Quick File Video Tutorial

Below is a video tutorial on using the Quick File feature in the software. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Web1040 Pro Mobile App Adding Forms Going Paperless W2 En...

Going Paperless Video Guide

Below is a video guide on going paperless in the software. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File W2 Entry 2441 Dependent Care Expenses Schedule A ...

W-2 Entry Video Tutorial

Below is a video guide on entering a W-2 in the software. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless 2441 Dependent Care Expenses Sched...

2441 Dependent Care Expenses Video Tutorial

Below is a video guide on entering Form 2441 Dependent Care Expenses. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry Schedule A Sc...

Schedule A Video Tutorial

Below is a video guide on entering amounts into a Schedule A. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Dependent Care E...

Schedule B Video Tutorial

Below is a video guide on entering a Schedule B in the software. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Dependent Car...

Schedule C Video Tutorial

Below is a video guide on entering a Schedule C in the software. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Dependent Car...

Schedule D Video Tutorial

Below is a video guide on entering a Schedule D in the software. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Dependent Car...

Schedule E Video Tutorial

Below is a video guide on entering a Schedule E in the software. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Dependent Car...

Health Insurance 8962 & 8965 Video Tutorial

Below is a video guide on entering Health Insurance 8962 & 8965 in the software. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 24...

Depreciation Video Tutorial

Below is a video guide on entering Depreciation. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Dependent Care Expenses Sched...

8379 Injured Spouse Allocation Video Tutorial

Below is a video guide on entering 8379 Injured Spouse Allocation. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Dependent C...

5405 First Time Homebuyer Repayment Video Tutorial

Below is a video guide on entering 5405 First Time Homebuyer Repayment. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Depend...

3903 Moving Expenses Video Tutorial

Below is a video guide on entering 3903 Moving Expenses. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Dependent Care Expens...

2106 Job Related Travel Expenses Video Tutorial

Below is a video guide on entering 2106 Job Related Travel Expenses Video Tutorial. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry...

8829 Business Use of Home Video Tutorial

Below is a video guide on entering Form 8829 Business Use of Home. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Dependent ...

8867 Due Diligence Checklist Video Tutorial

Below is a video guide on completing the 8867 Due Diligence Checklist. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Depend...

W7 ITIN Application Video Tutorial

Below is a video guide on entering a W-7 ITIN Application. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Dependent Care Exp...

IP Pin Identity Protection Pin Video Tutorial

Below is a video guide on entering an IP PIN in the software. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Dependent Care E...

4868 Application for Extension

Below is a video guide on completing a 4868 Application For Extension . More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Depend...

Bank App & E-file Type Video Tutorial

Below is a video guide on the E-File Page of the software. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Dependent Care Expe...

Submission Screen Video Tutorial

Below is a video guide on the Submission Page in the software. More Video Tutorials First Time Login Start a New Return Returning Client Carry Over Refund Calculator Client List Tools Client List Search Options Rejected Returns Adding Forms Quick File Going Paperless W2 Entry 2441 Dependent Care ...

Module 1 Filing Status - Web1040 Pro Basic Income Tax Course

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Module 2 Exemptions and Deductions - Web1040 Pro Basic Income Tax Course

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Module 3 Income (Part 1) - Web1040 Pro Basic Income Tax Course

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Module 4 Income (Part 2) - Web1040 Pro Basic Income Tax Course

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Module 5 Income (Part 3) - Web1040 Pro Basic Income Tax Course

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Module 6 Income (Part 4) - Web1040 Pro Basic Income Tax Course

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Module 7 Income Pt 5 - Web1040 Pro Basic Income Tax Course

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Module 8 Income (Part 6) - Web1040 Pro Basic Income Tax Course

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Module 9 Adjustments to Income - Web1040 Pro Basic Income Tax Course

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Module 10 Itemized Deductions - Web1040 Pro Basic Income Tax Course

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Module 11 Nonrefundable Credits - Web1040 Pro Basic Income Tax Course

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Module 12 Nonrefundable Credit (Part 2) - Web1040 Pro Basic Income Tax Course

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Module 13 Payments - Web1040 Pro Basic Income Tax Course

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Module 14 Earned Income Credit - Web1040 Pro Basic Income Tax Course

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Module 15 Refunds, Taxes Owed, and Amended Returns - Web1040 Pro Basic Income Tax Course

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Module 16 Affordable Care Act - Web1040 Pro Basic Income Tax Course