1040 Individual Tax Return Course - SuiteDash

Introduction to 1040 Individual Tax Return Course

Required SuiteDash' Custom Fields.

Step-By-Step  Video Tutorial "Creating Custom Fields in SuiteDash"

This section will cover how to make the forms in SuiteDash and Create conditional logic.

This section will cover making the "General Information Form" in SuiteDash and Creating conditional logic.

This section will cover making the "Tax Filing Status" in SuiteDash and Creating conditional logic.

This section will cover making the "Dependents" in SuiteDash and Creating conditional logic.

This section will cover making the "Direct Deposit Info." in SuiteDash and Creating conditional logic.

In this video tutorial, we will create two more forms for SuiteDash Automation.

A Circle is the group permissioning & assignment structure for  Clients and Prospects.

In this video tutorial, we will create the necessary circles for the 1040 Individual Tax Returns Workflow.

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!

In this video tutorial, we will create the portal page for the 1040 workflow. 

In this video tutorial, we will set up the Folder Generator for 1040 Individual Tax Return Clients.

In this video tutorial, "Document Generator," we will create a document generator using the attached Sample Tax Return preparation "Engagement Letter."

In this video tutorial, "Task Templates" we will create Task and Sub-Task Templates.

In this video tutorial, "Project Generator" we will create Task and Sub-Task Templates.

In this video tutorial, we will set up the On-Demand Invoice Generator for 1040 Tax Return Clients.

In this video tutorial, we will create the appointment types and Calendar.

In this video tutorial, we will create a "Dynamic Dashboard" to use in 1040 Individual Tax Return Automation.

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.

In this video tutorial, we will create the required 1040 automations.

In this video tutorial, we will create the 1040 workflow and automations.