Training - Financial (PRO & PTE)

"This is a group internet-based training event. If you wish to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Develop or enhance a working knowledge of generating 1099s using PTE Federal Reporting module.

Agenda

- Imports into Federal Reporting (from other PTE modules and/or ASCII file)
- 1099 Maintenance (Add, Delete, Change)
- Reports
- 1099 Printing (Original and Corrected Returns)
- Filing with the IRS

Intended Audience

This is a group internet-based training event. If you wish to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Develop or enhance a working knowledge of generating 1099 data for export using PRO Financial

Agenda

All times are central time unless noted. This is a Web-based, group training event. If you wish to earn CPE credit, NASBA requires an individual registration and internet connection for each participant. Objective Basic level course to develop or enhance your working knowledge of ad hoc report generation using ReportView(Cognos Impromptu) with PTE Financial applications. Agenda - ReportView Components - Report Design using Filters, Prompts, Calculated Fields - Report Formatting - Report Distribution Intended Audience