Course Description

Training Director

PTS Academy

Course curriculum

  • 1

    IBO/Manager Course

    • Tax Preparer Requirements

    • Operating Procedures Manual

    • Internal Documents

    • Tax Pro Docs

    • Client File Folder

    • Unfunded Return Collection Process

    • Cash Payments

    • Drop Off Process

    • Refund Advance Marketing Tool

    • Refund Delay - Path Act and State Refunds

    • How to Transmit Return

    • Helpful Tips