Introduction to Individual Tax Preparation Online Training – Sept. 30 to Oct. 9
Instructor-led sessions on Sept. 30, Oct. 2, 7 and 9 from 10:00 a.m. - 2:00 p.m. CT
| Premium | Professional | Basic | Not a member |
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|---|
Training with e-book
| $413
| $413
| $523
| $550
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Register |
Training with e-book
and print book | $475
| $475
| $601
| $632
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Register |
Summary
Start your journey into tax preparation with this interactive learning experience!
You’ll gain both the technical knowledge and real-world application skills needed to prepare IRS Form 1040,
U.S. Individual Income Tax Return. In this hands-on course, you'll follow a breakdown of Form 1040 and key supporting schedules, learn how to interpret client information and determine which schedules are required. By the end of this course, you will be prepared to complete basic income tax returns.
Objectives
Upon completion of this course, you will be able to:
- Identify a taxpayer’s filing requirements and filing status
- Identify who can be claimed as a dependent
- Summarize different types of income and adjustments to income
- Explain the difference between itemized deductions and the standard deduction
- Differentiate between nonrefundable and refundable income tax credits
- Calculate a taxpayer’s federal income tax liability
- Prepare Form 1040
Course details
Completion of reading assignments prior to the instructor-led sessions is highly recommended. Instructor-led sessions will occur Sept. 30, Oct. 2, Oct. 7 and Oct. 9 from 10:00 a.m. - 2:00 p.m. CT. During the sessions, the instructor will discuss main concepts and apply real-life scenarios. Throughout the sessions the learners will have the opportunity to ask questions. Recordings of each session will be posted by the next business day. The course also includes case studies to complete as homework that will be reviewed during the last session.
View study assignments
Instructor: Tom O’Saben, EA, Ed. M
How to earn CPE
The self-study portion of this online training includes the Introduction to Individual Tax Preparation course with access to 16 CPE for AFSP, EA, CPA, CRTP. To earn CPE, you must complete a final examination.
Cancellation policy
Because this is an online education offering, it is nonrefundable.
