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Express Tax Course

Express Tax Course

CE Credits: 6 Federal Tax Law, 2 Behavioral Ethics
Are you a busy owner of a tax office? Do you need a quick training solution?
Our 2023 Express Tax Course provides office staff training, allowing business owners to quickly train last-minute preparers to handle the deluge of clients coming through their doors right away. Train your receptionists to do data entry on tax returns for clients waiting for a preparer.
This course is designed for:
  • Receptionists
  • New preparers who need a Crash Course
  • Preparers who need to be trained quickly
  • Late hires
  • Late December, early January course

This course covers the basics of federal tax. Topics covered in the course are interviewing techniques to determine taxpayer filing status, certain common refundable and non-refundable tax credits, and an income overview. Behavioral Ethics is included in this course. This course offers a section on training your office staff. Office staff training covers how to answer the phones, suggestions on how to handle dropped-off tax returns, and money handling procedures.

At the end of this course, the student will be able to do the following:

  • Explain how a nonrefundable credit affects the taxpayer’s tax liability.
  • Recognize what is professional responsibility in tax preparation.
  • Realize what the tax preparer’s responsibilities are to the taxpayer.

Original price was: $183.53.Current price is: $117.00.

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Description

Description

This basic course gives an overview of Form 1040. Topics include filing status, standard and itemized deduction, income, which form to use, what credits the taxpayer qualifies for and how to determine a qualifying dependent for the taxpayer. Other topics covered are capital gains and losses, adjustments to income and much more.

Objectives

At the end of this course, the student will be able to do the following:

  • Understand the importance of safeguarding the taxpayer’s documents
  • Realize when to use Form 4868.
  • Understand the different e-filing options.
  • Understand how to complete Schedule 2 of the Form 1040.
  • Explain how a nonrefundable credit affects the taxpayer’s tax liability.
  • Explain which deductions are limited to the 7.5% floor.

Field of Study: Federal Tax Law 10 hours, Behavioral Ethics 2 Hours

Course Level: Basic

Prerequisite: None

Delivery Method: Self-Study

Expiration Date to earn CEs: June 30, 2026.

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