Amendments 101

Stop guessing when it comes to amendments—train your team with confidence and give them the exact tools to handle amended returns like pros. Amendments 101 is your all-in-one package to teach, streamline, and scale your amendment process.

What’s Inside:
✔️ Training Slides – Clear, ready-to-use slides to educate your team on the amendment process step-by-step.
✔️ JotForms – Pre-built forms to collect and organize client info effortlessly.
✔️ Engagement Letters – Professional templates to lock in agreements and protect your business.
✔️ Email Templates – Done-for-you scripts to communicate with clients quickly and professionally.
✔️ Marketing Materials – Eye-catching resources to promote your amendment services and attract new clients.

Whether you’re training new staff or leveling up your experienced team, Amendments 101 gives you the structure, scripts, and systems to work smarter—not harder.

💖 Instant download
🖤 Perfect for solo preparers and tax offices with teams

Turn amendment headaches into profit with Amendments 101—grab your toolkit today!