Nationwide Software Training Video Library

Step-by-step video lessons on the Nationwide tax preparation software, from logging in to e-filing a return.

Watch each video in order and click Mark as Complete when you finish it to track your progress.

This library teaches how to use the software. It is not a tax preparation system and does not file returns.

Before you begin

These videos show how to use the software. Before you prepare a real return, keep these rules in mind:

1. Use the forms, instructions and software for the tax year of the return. Some videos may show an earlier year.
2. Paid preparers need a current PTIN, and the office needs IRS e-file authorization (EFIN). They are different. Check your state’s rules too.
3. Verify the client’s identity, current documents and any data carried over from last year. Entering data in the software does not decide eligibility for a filing status, dependents or credits.
4. Complete the required due diligence, write down your questions and the client’s answers, and keep the records for the required time.
5. Protect client data under your office’s written information security plan (WISP).
6. Have the client review the finished return and sign the required authorization (such as Form 8879) before you transmit it.
7. Track federal and state acknowledgments separately. Internal review, transmission and IRS acceptance are different steps.
8. Bank products are optional. Explain all fees and terms first, get the required consents, and ask an experienced reviewer when something is outside your training.