ABOUT THIS COURSE:
This Tax Preparation Course is designed to give you the knowledge, tools, and skills needed to fulfill the IRS requirements. This course will give you a basic understanding of tax law and practice, and discuss the rules and regulations needed to prepare a Federal Individual Income & Small Business Tax Return for the general public. This course will be a challenge and will require hard work on the student’s part! Upon completion of this course, all students should have the necessary skill sets and confidence to prepare a variety of individual and small business tax returns, be able to answer taxpayers' questions, research tax issues, laws, & publications.
Example Curriculum:
COURSE INTRODUCTION
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MODULE 1 - BECOMING A REGISTERED TAX PREPARER WITH THE IRS
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MODULE 2 - CUSTOMER SERVICE & ETHICAL OBLIGATIONS OF A PREPARER
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- Customer Service in the Tax industry (8:23)
- Circular 230 - Professional Responsibility and Ethical Obligations of a Tax Preparer (3:25)
- Who Can Practice Before the IRS? (11:41)
- Due Diligence & Record Keeping (13:56)
- Understanding Tax Laws & Regulations
- Important Tax Dates & Deadlines (3:06)
- Module 2 - Important Resources
- Module 2 - Practice Quiz
MODULE 3 - INTRODUCTION TO TAX PREPARATION
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- Introduction to Tax Preparation
- Overview on Paper and Electronic Filing Methods
- Filing Status and Requirements (10:36)
- Dependents - Qualifying Child vs Qualifying Relative (15:42)
- Who Must File a Tax Return? (8:08)
- Finding Tax Forms & Publications
- Module 3 - Important Resources
- Module 3 - Practice Quiz
MODULE 4 - INDIVIDUAL TAX RETURNS (THE 1040 FORM)
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MODULE 5 - TYPES OF INCOME & COMMON TAX FORMS
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MODULE 6 - SMALL BUSINESS TAX RETURNS (THE SCHEDULE C)
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MODULE 7 - TAX LAW CHANGES & UPDATES
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MODULE 8 - MARKETING YOUR TAX BUSINESS
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MODULE 9 - TAX SOFWARE TRAINING
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PRACTICE RETURNS (1-5)
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PRACTICE RETURNS (6-10)
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COURSE WRAP-UP
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