International Tax Navigator® Training
Using web conferencing technology, Windstar offers training on International Tax Navigator for both new and experienced users. Because Windstar wants users to be knowledgeable and skilled using Tax Navigator, web-based training is included as part of the licensing fee. No matter what the reason, clients can get up to speed quickly working one-on-one with Windstar’s training staff or viewing recorded training sessions whenever it’s convenient.
Windstar trainers will customize the sessions based on the level of experience and needs of the organization. The interactive session requires a PC with a high-speed connection and a speaker phone if more than one person is attending.
A typical training agenda includes:
International Tax Navigator
- Overview of the system capabilities and how to use them
- What's new with the International Tax Navigator system
- Entering an individual into the system
- Entering visa history
- Performing the substantial presence test
- How to use online help and manuals
- Performing tax treaty analysis with the International Tax Navigator
- Understanding logs and reports
- Q & A
Year-End Issues
- Review of tax treaty analysis module of the International Tax Navigator
- The batch system for substantial presence test, treaty analysis, and withholding forms preparation
- Using utilities to manage databases, archives, and user-defined fields
- 1042-S annual processing system
- Overview of 1042-S submission
- Coordination of 1042 tax return with IRS submission
- FIRE system
- Q & A
Windstar’s Web-based data collection and document delivery module – Foreign National Information System (FNIS) – training session will show you how to:
- Create a foreign national record
- Use pre-designed templates to send automatic e-mails
- Download the record to the Interfaces program as the FNIS Administrator
- Log into the website as a foreign national to complete the forms and submit the data to the FNIS Administrator for approval
- Upload tax forms from Tax Navigator with pre-filled data for review by foreign nationals
Recorded Online Training Sessions
Recorded training sessions on the Windstar Users Website take you systematically
through theFNIS training start to finish. The training is broken down into
six sessions to enable to zero in on just what you'd like to learn. With the
Webex Player you can Pause, Fast-Forward, and Rewind the sessions as you please.
To schedule a training session, please e-mail training@windstar.com or call 800-259-6398.
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