Tax Preparation Course

CE Credits: 10 Federal Tax Law, 3 Federal Tax Updates, 2 Regulatory Ethics

Our 2023 Tax Preparation Course is designed to give you the knowledge needed to fulfill IRS requirements and give you a basic understanding of tax law and practice to ensure you serve your clients with the highest quality. This study material has been organized to give line-by-line instructions for Form 1040.

In this beginner tax preparer course, you will learn…
• How to prepare a federal individual tax return
• Filing status
• Which form to use?
• The importance of safeguarding the taxpayer’s documents
• When to use Form 4868.
• The different e-filing options.
• How to complete Schedule 2 of Form 1040.
• How a nonrefundable credit affects the taxpayer’s tax liability.
• Which deductions are limited to the 7.5% floor.