1040 Individual Tax Return Course – SuiteDash
Welcome to 1040 Individual Tax Return Course. We will use SuiteDash to run the course. Everything we need — our calendar, forms, payments, e-mails, etc., will be housed within SuiteDash. Therefore, no outside resources or any other software/apps are necessary. All you need is to be able to access the Internet. SuiteDash is very easy […]
Welcome to 1040 Individual Tax Return Course. We will use SuiteDash to run the course. Everything we need — our calendar, forms, payments, e-mails, etc., will be housed within SuiteDash. Therefore, no outside resources or any other software/apps are necessary.
All you need is to be able to access the Internet. SuiteDash is very easy to operate. If you are not a computer genius, you can still take this course without a problem. Some computer savvy is helpful. You should be familiar with basic SuiteDash Operations. SuiteDash has some very helpful tutorials you can use.
This course is self-paced. You do not need deadlines that you must meet. I’d like for you to pay attention to the course and read the curriculum before starting the videos and setting up in SuiteDash.
I will be here to answer questions and provide clarification or examples when needed, but I will be much more of a facilitator than a “traditional” instructor.
Please keep this in mind as we embark on this exciting course together. I am looking forward to the course and appreciate your interest in it. This is a DIY course. Please only purchase the course if you are willing to perform all the tasks in the course by yourself.
Feel free to e-mail me if you need help getting into the course. I look forward to working with you.
What’s included:
- Curriculum of the course as Text Course
- PDF file of Step-by-Step course
- Step-by-Step Videos
Introduction & Custom Fields
Forms & Conditional Logic
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5
Creating Froms & Conditional LogicsThis section will cover how to make the forms in SuiteDash and Create conditional logic.
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6
Step-By-Step Video Tutorial (Video 2) 1040 Individual Tax Return Course - SuiteDashThis section will cover making the "General Information Form" in SuiteDash and Creating conditional logic.
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7
Step-By-Step Video Tutorial (Video 3) 1040 Individual Tax Return Course - SuiteDash
This section will cover making the "Tax Filing Status" in SuiteDash and Creating conditional logic.
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8
Step-By-Step Video Tutorial (Video 4) 1040 Individual Tax Return Course - SuiteDash
This section will cover making the "Dependents" in SuiteDash and Creating conditional logic.
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9
Step-By-Step Video Tutorial (Video 5) 1040 Individual Tax Return Course - SuiteDash
This section will cover making the "Direct Deposit Info." in SuiteDash and Creating conditional logic.
Forms for 1040 Automation
Circles
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11
Introduction to Cirlces
A Circle is the group permissioning & assignment structure for Clients and Prospects.
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12
Step-By-Step Video Tutorial (Video 7) 1040 Individual Tax Return Course - SuiteDash
In this video tutorial, we will create the necessary circles for the 1040 Individual Tax Returns Workflow.
Portal Pages
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13
Creating Portal Pages
A Portal Page is a page that can be created, filled with information and resources (images, useful links, etc.), and assigned to Contacts and/or Staff Members. You can use Portal Pages to share information, display announcements, videos, charts, and much more!
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14
Step-By-Step Video Tutorial (Video 8) 1040 Individual Tax Return Course - SuiteDash
In this video tutorial, we will create the portal page for the 1040 workflow.
Project Generator & Task Templates
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17
Step-By-Step Video Tutorial (Video 11) 1040 Individual Tax Return Course - SuiteDash
In this video tutorial, "Task Templates" we will create Task and Sub-Task Templates.
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18
Step-By-Step Video Tutorial (Video 12) 1040 Individual Tax Return Course - SuiteDash
In this video tutorial, "Project Generator" we will create Task and Sub-Task Templates.
On-Demand Invoice Generator
Appointment / Calendar Setup
1040 Workflow & Automations
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22
Creating Flows & Automations
FLOWs are automated data collection sequences you can set up for your Contacts or Staff to complete forms, upload/download files, set Appointments and/or eSign documents.
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23
1040 Automations
In this video tutorial, we will create the required 1040 automations.
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24
Step-By-Step Video Tutorial (Video 16) 1040 Individual Tax Return Course - SuiteDash
In this video tutorial, we will create the 1040 workflow and automations.
Dear Suitemate,
All you need is to be able to access the Internet. SuiteDash is very easy to operate. If you are not a computer genius, you can still take this course without a problem. Some computer savvy is helpful. You should be familiar with basic SuiteDash Operations. SuiteDash has some very helpful tutorials you can use.
This course is self-paced. You do not need deadlines that you must meet. I'd like for you to pay attention to the course and read the curriculum before starting the videos and setting up in SuiteDash.
I will be here to answer questions and provide clarification or examples when needed, but I will be much more of a facilitator than a "traditional" instructor.
Please keep this in mind as we embark on this exciting course together. I am looking forward to the course and appreciate your interest in it. This is a DIY course. Please only purchase the course if you are willing to perform all the tasks in the course by yourself.
Feel free to e-mail me if you need help getting into the course. I look forward to working with you.
What's included:
- Curriculum of the course as Text Course
- PDF file of Step-by-Step course
- Step-by-Step Videos
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