ProConnect, Form 1040, MFJ, MFS, QSS, HOH etc | EPISODE 2 | Borderless Accountants
Автор: Borderless Accountants
Загружено: 2025-07-24
Просмотров: 2582
Welcome to Episode 2 of our FREE US Tax Prep Course with Chris Ayade, your guide to becoming a Borderless Accountant! In this comprehensive session, we dive deep into the practicalities of US tax preparation, starting with navigating tax software and gathering essential client information. Learn valuable insights from Chris's experience and meet some of the dedicated Borderless Accountants team members.
Key Chapters in the Session:
Introduction to ProConnect Tax Software [0:05 - 3:09]
Understanding Tax Software & E-Filing [3:10 - 8:16]
Navigating Form 1040: The Basics [8:17 - 10:59]
Gathering Client Information: Best Practices [11:00 - 15:19]
The Importance of Prior Year Returns for New Clients [15:20 - 16:00]
Client Communication & Due Diligence: A Real Call Example [16:00 - 23:49]
Key Documents & Transcripts: W2, 1099s & IRS Transcripts [23:49 - 27:03]
Foreign Financial Activity Reporting: FBAR & Form 8938 [37:46 - 43:18]
Using a Tax Organizer to Gather Information [43:19 - 55:54]
Leveraging CRM (TaxDome) in Your Workflow [55:55 - 1:04:29]
Managing Your Work Schedule & Client Expectations [1:04:29 - 1:16:30]
The Value Proposition of a Tax Preparer [1:16:30 - 1:23:58]
Meet the Borderless Accountants Team [1:23:58 - 1:28:16]
Daily Quizzes & Community Engagement [1:28:17 - 1:29:52]
Understanding Filing Statuses (Form 1040 Section) [1:29:52 - 1:33:50]
Married Filing Jointly (MFJ) Details [1:33:50 - 1:39:49]
Innocent vs. Injured Spouse Relief [1:39:56 - 1:47:39]
Inputting Spouse's Income & Withholding [1:47:39 - 1:51:08]
Married Filing Separately (MFS) & Standard vs. Itemized Deductions [1:51:08 - 1:54:53]
Qualifying Surviving Spouse (QSS) Status [1:54:53 - 1:59:30]
Head of Household (HOH) Status [1:59:30 - 2:09:59]
Summary of Filing Statuses & Importance of Accuracy [2:09:59 - 2:27:07]
Q&A: Household Maintenance Costs (HOH) [2:27:07 - 2:47:08]
FOLLOW US:
FB page: Borderless Accountants
FB group: Borderless Accountants Community
Tiktok: @borderlessaccountants
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