Premium Pro Supporting Features



Online session available now. Through this course, you will be taken through the supporting features of Premium Pro Enterprise. Viewing Multiple Returns (scrolling), Detaching Windows, Locking/Unlocking Returns, Locking/Unlocking Jurisdictions, Return Attachments (including amending), Return Instructions, Preparer Notes, State Info, Release Notes, and Comment / Markup Features discussed.

Learning objectives:

  • 1) View multiple returns simultaneously
  • 2) Detach windows and synchronize scrolling across multiple
  • 3) Lock and unlock completed returns and jurisdictions
  • 4) Attach supporting documentation to returns in the software
  • 5) Understand how to amend returns within the software
  • 6) Locate instructions for available returns
  • 7) Add custom preparer notes for all filings
  • 8) Make use of the comment and markup features provided in
    the software

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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