Submitting IRS Tax Intercept Letters Video
A recording of the November 2021 training class.
Category: Reports
Explore Excel Basics Video
A recording of the March 2021 training class.
Getting 1099s Ready Video
A recording of the January 2022 training class.
Submitting Electronic Tax Refund Turnover Requests
Learn how to generate and submit an electronic tax refund turnover request to the IRS.
Automating Data with Merge Documents Video
A recording of the May 2019 training class.
Getting Ready for TDRs Video
A recording of the April 2020 training class.
Quarterly Case-Review Compliance Video
A recording of the May 2019 training class.
All You Need to Know – Trustee’s Final Report Preparation Video
A recording of the August 2021 training class.
Best Practices for Tax Intercept Letters Video
A recording of the November 2020 training class.
Preparing Trustee Interim Reports (TIRs) Video
A recording of the September 2022 class on Trustee Interim Reports (TIRs).