PitBullTax Virtual Workshop
Beginners Level
Agenda
-
Day 1
9:00am Class Begins
- Introduction
- Overview of Representation
- Software Demo: Fee Calculator
- Software Demo: Engagement Letter
- Software Demo: Customizable Letters
- Power of Attorney / Tax Information Authorization
- Software Demo: Forms 2848 / 8821
10:40am - 11:00am Break
11:00am - 1:00pm
- Power of Attorney / Tax Information Authorization (continued)
- Software Demo: Forms 2848 / 8821
- IRS Transcripts Delivery and Analysis
- Types of transcripts
- Different methods to get IRS Transcripts
- Transcripts Reports
1:00pm - 2:00pm Lunch
2:00pm - 3:40pm
- IRS Transcripts Delivery and Analysis (continued)
- Transcripts Dashboard
- Client Summary
- Software Demo: IRS Transcripts Delivery and Analysis
- Client Questionnaire
- Software Demo: Client Questionnaire
- Software Demo: Client Portal
- Software Demo: Chat
- Software Demo: Step-by-Step Workflow
- Comparison of Tax Resolution Options
- Offer in Compromise
- Installment Agreement
- Currently Not Collectible Status
3:40pm - 4:00pm Break
4:00pm - 5:00pm
- Comparison of Tax Resolution Options
- Bankruptcy
- Software Demo: Case Diagnostics
- Software Demo: Resolution Evaluation
-
Closing. Questions and Answers
05:00pm End of Day 1
-
Day 2
9:00am Class begins
- Statutes of Limitation
- Assessment Statute Expiration Date (ASED)
- Collection Statute Expiration Date (CSED)
- Collection Information Statements (433-A, 433-A (OIC), 433-F)
-
Software Demo: Forms 433-A / 433-A (OIC), 433-F)
10:40am - 11:00am Break
11:00am - 1:00pm
- Collection Information Statements (433-A, 433-A (OIC), 433-F) (continued)
-
Software Demo: Forms 433-A / 433-A (OIC), 433-F)
1:00pm - 2:00pm Lunch
2:00pm - 3:40pm
- Offer in Compromise
- Case Study 1 “Offer in Compromise with Self-Employed Individual”
3:40pm - 4:00pm Break
4:00pm - 5:00pm
- Case Study 2 “Offer in Compromise for Trust Fund Recovery Penalties”
- Closing. Questions and Answers
05:00pm End of Day 2
-
Day 3
9:00am Class begins
- Employment Tax Issues & Trust Fund Recovery Penalty
10:40am - 11:00am Break
11:00am - 1:00pm
- Penalty Abatement
- Case Study 3 “Partial Pay Installment Agreement”
- Software Demo: Scenario Simulator
1:00pm - 2:00pm Lunch
2:00pm - 3:40pm
- PitBullTax Software Demo
- To Do List
- Calendar
- Time tracking
- Case Tracking
- Billing
3:40pm - 4:00pm Break
4:00pm - 5:00pm
- PitBullTax Software Demo
- E-Signatures
- Activities
- Logo Setup
- White labeling
- Searchable Internal Revenue Manual
- Expert Tips and Techniques
- History Log
- IRS Contacts List
- Closing and Q&A
5:00pm End of Day 3
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