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Preparing and Reviewing Corpsales Returns (Online Event)
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Take advantage of the advanced Corpsales features of e-filing and requesting electronic payments to craft a more effective return preparation process. Learn key steps, tips, and best practices for properly setting up your filing requirements and creating and troubleshooting returns.
Objectives:
- Identify the Corpsales windows that contain key elements of returns and calculations
- Set up and review return information in Corpsales
- Learn about auditing and tracing a return item to identify incorrect or unexpected values
- Prepare a return for e-filing
- Use Corpsales standard tools to generate electronic payment requests
Delivery Method: Online
Subject Area: Taxes
Course Level: Basic
Course Number: 06-60003
Session ID: 7246
Prerequisite: 06-60001 Understanding the Corpsales Process and Profiles
Advanced Preparation: None
CPE: 2
Jeremy Stephens
Prior to joining CSC Corptax®, Jeremy Stephens worked as a tax supervisor for Brink’s Home Security, overseeing state and local tax and business license compliance, including sales and use tax, income/franchise tax audits, and tax research. While with Brink’s, he also gained experience using Corptax and Corpsales tools to prepare federal and SALT returns. After joining Corptax in 2001, his roles included client support manager and analytics manager before assuming his current position as a Corptax technical trainer. His current role allows him to draw upon his education and experience as a Red Cross instructor while in college and as a math teacher for four years following college. Jeremy holds a Bachelor of Science degree in mathematics from Dallas Baptist University and a graduate certificate in adult education from Sam Houston State University. He is a graduate of the Institute of Tax Professionals Sales Tax School 2 and the NYU Institute of State and Local Taxation, and he is a licensed CPA.
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