Introduction to Tax Preparation Self-Study


This course outlines the basics of individual income tax reporting with a step-by-step analysis of Form 1040, U.S. Individual Income Tax Return, and its accompanying schedules. You will learn what schedules and forms you need to prepare based on the information provided by the client. At the end of this course, you will be prepared to complete basic income tax returns.


Upon completion of this course, you will be able to:

  • Identify a taxpayer’s filing requirements and filing status
  • Identify who is eligible to be claimed as a dependent
  • Summarize different types of income and adjustments to income
  • Compare itemized deductions and the standard deduction
  • Distinguish between nonrefundable and refundable income tax credits
  • Calculate an individual client’s federal income tax liability
  • Prepare Form 1040

Course Details

This course includes an e-book and exam questions to help you earn CPE. CPE is issued after the exam is successfully completed.


Presented by:

How to Earn CPE

To receive credit for this self-study course, you must successfully pass the course exam with a score of 70% or better.

Self-study courses and exams generally expire one year from the date of purchase. The AFTR course expires on December 31 of each year as required by the IRS.

Cancellation Policy

​Because this is an online education offering, it is nonrefundable.

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