Course curriculum

  • 1

    Who is AffordaTax & Is It Right for You?

    • Video: Who Is AffordaTax Biz-in-a-Box?

    • Video: Are You a Good Fit for AffordaTax Biz-in-a-Box?

    • Video: Let's Talk Money: Bank Fees

    • Video: Select Your Package & Decide If You Want Affiliate Hirees

    • Video: How to Hire Under Your Affiliate

    • Video: A Brief Overview of Basic Tax Training

    • Video: Requirements for Your PTIN

    • Video: Compliance Docs & Invoicing Process

    • Video: S.B. Fee Waiver Program

    • Decision Video: Choose From the 2 Options Below

    • Decision Survey Option
  • 2

    Your Profile

    • Video: Instruction on How to Use This SharePoint Portal

    • Video: Who to Contact for Help

    • Onboarding: Select Your Package Level

    • Onboarding: Account Profile Info
  • 3

    Pre-Onboarding Documents

    • Video: Explanation of Pre-Onboarding Forms

    • Onboarding : One-Return Minimum

    • Video: Explanation of PTIN

    • PTIN Welcome Letter

    • Video: Explanation for Personalized Website Page Form

    • Onboarding: Order Personalized Website Page
  • 4

    Training: Marketing

    • Video: AffordaTax Marketing Formula for Success

    • Video: Turning Referrals into Appointments

    • Video: Pricing With Confidence

    • Video: Rescue Your Fees for Unfunded Returns

    • Video: Customer Service

    • Video: Create Your List: Memory Jogger Bingo Preface

    • Video: Create Your List: Memory Jogger Game

    • Decision Time: Select From the Two Options Below

    • Decision Survey Option #1: I Want to Continue With This Training

    • Decision Survey Option #2: I Want to Leave This Training & Go to the Tax Training
  • 5

    Training: Software

    • Tax Software Training - Module 1

    • Tax Software Training - Module 2

    • Tax Software Training - Module 3

    • Tax Software Training - Module 4

    • Tax Software Training - Module 5

    • Tax Software Training - Module 6

    • Tax Software Training - Module 7

    • Tax Software Training - Module 8

    • Doing a Returns Using the Estimator - Module 9

    • Tax Software Training - How to Collect Signatures/Transmit Return & What Happens if You're a Feeder - Module 10
  • 6

    Training: AffordaTax Internal Processes

    • Video: Bank Products/Taxpayer Fast Cash Advance Training

    • Onboarding Activity: Compliance Test for Bank Product/Fast Cash Advance

    • Video: Compliance Docs-TaxProDocs & E-Sign Training

    • Video: Common Fraud Scenarios

    • Video: Mistakes Compliance Department is Noticing (General)

    • Video: Mistakes Compliance Department is Noticing (Paid Preparer Worksheet)

    • Video: About AO Portal & EFIN Info

    • Affiliate Owners Portal
  • 7

    Covid Legislation - This Sections Will Be Updated Once Add'l New Tax Laws Are Passed

    • Cares Act 2020 (March 2020)

    • Update to Cares Act (Dec. 2020)
  • 8

    Onboarding Documents

    • Video: Explanation of Background Check Form

    • Onboarding: Background Check Form

    • Video: Explanation for Contracts, Direct Deposit & Tax Software Login

    • Onboarding: Sign Contract Agreement for Silver (email info@taxbizinbox.com if you are not Silver to get your contract)

    • Don't Skip Signing Your Contract!

    • Onboarding: Direct Deposit Form (Complete the form before clicking the CONTINUE button below)

    • Onboarding: ID Verification

    • Do Not Skip Filling out ID Verification

    • Onboarding: Request Tax Software Login Form (Complete the form before clicking the CONTINUE button below)

    • Do Not Skip Filling Out the Tax Software Onboarding Form

    • Video: Explanation for Ordering Supplies

    • Onboarding: Order Your Supplies: Check Stock

    • Onboarding: Order Your Supplies: Check Stock

    • Onboarding: Order Personalized Website Page Form

    • Did Your PTIN Assignment Get Approved or Rejected

    • Video: What's Next ...
  • 9

    Congratulations!

    • Your Certificate