This tax course offers a step-by-step guide to becoming a skilled and ethical tax preparer.
It begins with understanding taxation, including the structure of the U.S. tax system and key concepts. Next, it covers gathering taxpayer documentation and determining filing status to ensure accurate return preparation. Students then learn about ethical responsibilities and the importance of compliance and confidentiality.
The course continues with income and adjustments to income, followed by business income, deductions and depreciation, and deductions and credits, giving learners a full picture of how to reduce taxable income legally. It also covers tax preparer security practices to protect sensitive data. Finally, students are trained in electronic filing, extensions, and amendments, preparing them to file and manage returns confidently and professionally
Module 1
Understanding Taxation
Module 2
Gathering Tax Payer Documentation & Determining Filing Status
Module 3
Ethical Responsibilities
Module 4
Income & Adjustments To Income
Module 5
Business Income, Deductions, & Depreciation
Module 6
Deductions & Credits
Module 7
Tax Preparer Security
Module 8
Electronic Filing, Extensions, & Amendments
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