Intuit Tax Online

Presented by: Michael MaahsJorge OlavarrietaJorge Pederzini

Brought to you by:

Course Materials

Access to Course Materials and Handouts

Course Materials will be made available via SlideShare:

http://bit.ly/ITO2013

And a PDF of the content is available at:http://bit.ly/19V9Pll

Michael Maahs

Michael MaahsProduct Specialist, Intuit Tax OnlineIntuit’s Professional Tax Group (PTG)

• Been with Intuit for 11years in a variety of roles

• Former Account Manager for Lacerte Tax clients

• Product specialist for Intuit Tax Online & Intuit Practice Management

Agenda

o Introduction to Intuit Tax Online®

oOverview of What’s new for TY13

o Intuit Tax Online Accountant App

o Live Demonstration

oQuestion & Answer Session

Poll

Is this the first time you’ve seen the Intuit Tax Online product?

Yes

No- I am currently in a trial

No- I have used the productin a prior tax season

What is Intuit Tax Online

Improvements in 2013!

Professional-Grade

1040 + state returns1120 + state returns1120S + state returns1065 + state returns1041 + state returns 990 + state returnsNew!

Intuit Tax Online Accountant

“The mobile app has truly increased the value of Tax Online in my practice…” Deon Jenkins, Tax Accountant at Green Collar LLC

By Michael Cohn, Accounting Today Article April 5 th 2012

Intuit Tax Online Accountant

Jorge Olavarrieta

Jorge OlavarrietaGroup Product Manager, Intuit Tax OnlineIntuit’s Accountant Professional Division (APD)

• Been with Intuit for 17 years in a variety of roles

• Managed the Lacerte Tax Offering• Lead the Intuit Tax Online team in

bringing the product to market.

New Features Product Demo

We will begin from the sign-in page:

ito.intuit.com

Jorge Olavarrieta

Jorge PederziniProduct Manager, Intuit Tax OnlineIntuit’s Accountant Professional Division (APD)

• Been with Intuit since May 2013• Lead the Intuit Tax Online Mobile

team to bring new and improved features to accountants and their clients

ITO Mobility

Accountant - TOM

Client - TaxLink

Collaboration

• Client Invite• Messaging• Document

Sharing

• View Client List• Review and share

return• Access to Client

Data• View Client Docs

• Take picture of docs and upload

• Send/Receive Messages

• Contact Accountant

• Review return

TOM Features TaxLink Features

Easy to Use

Not Yet Purchased for 2013?

Thanks for participating!