New Tax Preparer
New Tax Preparer
Prepare complete individual returns with authority, judgment, and confidence.
Upcoming cohortsFlexible meetings per cohort$419.00 · regularly $499.00
Course information. Public course pages show topic names only. Lessons, examples, authority maps, assessments, assignments, downloads, classroom access and replays stay inside the protected learner area.
Topics covered
1The tax preparer's role, ethics, privacy, and responsibilities
2Understanding Form 1040 and the preparation process
3Filing requirements
4Filing status
5Dependents
6Client interviewing and document review
7Wages and common income documents
8Interest, dividends, retirement, Social Security, and other income
9Adjustments to income
10Standard, itemized, and Schedule 1-A deductions
11Credits and refundable credits
12Earned Income Credit and due diligence
13Child Tax Credit and Additional Child Tax Credit
14Education and childcare credits
15Marketplace insurance and Form 8962
16Introductory Schedule C
17Payments, withholding, refunds, and balances due
18Diagnostics and return review
19Client explanation and documentation
20Complete synthetic client return: interview through final review