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Introduction to Tax Preparation

 

 

Course Year: 2013
Course Level: Basic
Prerequisite: None
Advance Preparation: None
Delivery Method: Self-Study 

CPE Credits Designation Field of Study
IRS * 16 EA Federal Tax Law Topic
NASBA 0 CPA N/A
CTEC 16 CRTP Federal Tax Law Topic
CFP Board 0 CFP® N/A

 

* NATP will report CPE credits to the IRS for all PTIN holders. CPE is currently not mandatory for RTRPs or RTRP candidates and any option to register or participate in this program is strictly voluntary.

 

Fees: $165 for Members and $195 for Nonmembers includes study guides

Summary

This course is designed to assist individuals who are beginning a career in tax preparation. With a step-by-step analysis of Form 1040 and certain accompanying schedules, this course provides the basics of tax preparation. Some topics are discussed in more depth in an effort to clarify issues related to those select topics.

Objectives
Upon completion of this course, the tax professional will be able to:

  • Establish a taxpayer’s filing requirements and filing status.
  • Determine who is eligible to be claimed as a dependent.
  • Recognize and report different types of income and adjustments to income.
  • Compare itemized deductions and the standard deduction.
  • Describe several nonrefundable and refundable income tax credits.
  • Calculate an individual tax client’s federal income tax liability.
  • Complete Forms 1040, Schedule A and Schedule B.

For more information regarding refund, complaint and/or program cancellation policies, please contact our Member Services Department at 800.558.3402, ext. 3.

CPE Sponsor Information

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PO Box 8002, Appleton, WI 54912-8002 Phone: 800.558.3402 Fax: 800.747.0001

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