Course curriculum

    1. Introduction

    2. Lesson 1: FAQs for Texas

    3. Lesson 2: Texas-Specific Risks & Validation Checks

    4. Lesson 3: Texas Readiness Check

    1. Lesson 1: Document Review and E-File for New and Renewal Policies in Texas

    2. Lesson 2: Manually Filing New and Renewal Policies in Texas

    3. Lesson 3: Filings Steps for Endorsements

    4. Lesson 4: Texas Filings Quick Reference Guide

    5. Quiz: Filing in Texas

    1. Lesson 3: Texas SL Tax Monthly Pre-Payments: Overview

    2. Lesson 4: Exporting Filings & Finding Agencies Over $70K

    3. Lesson 5: Reviewing SRTs & Archiving Tasks Under the Threshold

    4. Lesson 7: Filtering for Prepayments

    5. Lesson 8: Making Payments on TexNet

    6. Lesson 9: Entering the Payment in NetSuite

    7. Lesson 10: Finalizing in Connect

    1. Introduction

    2. Lesson 1: What the Automation Covers (Partners + Transactions)

    3. Lesson 2: What to Expect - Batch Behavior and QC

    1. Course Survey

About this course

  • Free
  • 20 lessons
  • 0.5 hours of video content

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