Premium Pro Company Information



Online session available now. Run time approximately 40 minutes. Company Info Schedules, Sort/Filter Schedules, Move/Freeze/Hide Columns, Rollover, Data Entry, Import discussed. (No CPE credits are given for online courses.)

Learning objectives:

  • 1)Navigate the standard Premium Pro interface for FormsPlus using the update center, toolbar, dockable frames, navigation tree, user options, release notes,forms status, field colors, return instructions, preparer notes, print options and check request schedule functions.
  • 2)Identify and understand each of the Company Information input schedules.
  • 3)Activate forms for filing purposes by clicking on the form in the Inactive Form listing, by highlighting the form and then selecting “Activate Return” from the Tools Menu, or by highlighting the form, right clicking and selecting “Activate Return”.

Prerequisites: None
Program level: Basic
Advance preparation: None

Refund policy: If the participant cancels less than 2 business days prior to the beginning of the class or does not attend, your money will not be refunded. The participant will be allowed to take the class at another time based on availability. We allow substitution of training participants at any time. Program cancellation policy: Full refund will be given if a class is canceled and the participant cannot attend another class.

Complaint resolution policy: Please submit all Webinar complaints to ( All complaints will be carefully reviewed by the appropriate product and or training manager for resolution. If the complaint is in regard to the course content or delivery, the appropriate manager and instructors will review the complaint and make any necessary changes to the course material or presentation. Complaints regarding administrative policies will be reviewed by the CPE department and Administrator for corrections. Corrections made will follow the standards that are stated in the National Association of State Boards of Accountancy’s (NASBA) CPE administration policies. All interested parties: CPA, State Board, etc. are then notified of the resolution.

For more information regarding refund, complaint and program cancellation policies, please contact our offices at (800) 380-6407.


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