2016 ExacTax Workshop Schedule

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We encourage all of our clients to attend a workshop. The workshop will provide you with a better understanding of our input forms and general procedures. Attending a workshop will result in less time spent per return and an error free tax return.


ExacTax is offering one workshop per day: the Individual workshop is scheduled for the first 2 hours. There will be a short break and the Business (Fiduciary, Corporation, S-corporations and Partnership) will be for the remaining time.


Workshops are offered between January 11 and January 15, 2016. They do NOT qualify for CPE credit.


Workshop Schedule

Registration:    8:30 AM to 9:00 AM

Workshop:       9:00 AM to 1:00 PM (Lunch is not included)


The Individual Workshop will consist of a review of input forms for Form 1040. There will be a review of sample input and procedures. There will also be a discussion of batch processing procedures. The Fiduciary/Business Workshop will consist of a review of input forms for Forms 1041, 1065, 1120 and 1120S. There will be a review of sample input and procedures.

RDE Training Workshop

The ExacTax website, www.exactax.com, will be hosting RDE Update video presentations in January. The workshop is recommended for first time users and those who did not attend last year’s workshop. It will cover software changes and features added for 2015 as well as an overview of how to use the UltraTax product. The videos and workshop materials will be available after January 15.


Complete a registration form and return it to PO Box 61048 Anaheim, CA 92803-6148 or fax to (714) 254-7210 prior to December 31 to ensure a seat. A confirmation card will be mailed to you.


One of the benefits included in your annualrenewal is one FREE admission to the workshop. There is a $60 registration fee for any additional attendees, subject to availability.


A check or credit card authorization must accompany your registration form for additional attendees. Workshop fees cannot be billed to your ExacTax account. Your registration fee will be refunded in full provided you cancel your reservation at least 48 hours prior to your scheduled workshop. Registration on the day of the workshop will not be accepted.


We at ExacTax are dedicated to providing you, our clients, with the highest product quality and best service in the industry.









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Last modified on Tuesday, 05 January 2016 16:08