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• Importing an Excel Trial Balance
• How to Get the Right QuickBooks Desktop or Online Reports
• Tallyfor Tax Templates
• Rename, Group and Categorize (Map)
• What is the Automated Trial Balance?
• Connecting Your QBO Client Data
• Journal Entry
• Client Screen
• How to Complete Filing with Your Tax Product
• How to Add a User to Tallyfor

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• M-1 (Basic)
• First Time Set Up for UltraTax
• How to Import Tallyfor Data into UltraTax
• First Time Set Up for Lacerte
• Multiple Schedule C, E, Form 8825 Under Same Client
• M-1 Advanced
• How to Import Tallyfor Data into Drake
• How to Import Tallyfor Data into Lacerte
• How to Import Schedule C into Drake
• How to Import Tallyfor Data into CCH Axcess with G/L Direct

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