Course curriculum

  • 1

    Introduction

    • Introduction

    • Video

  • 2

    Lesson 1: What is a paid tax preparer & requirements

    • Workbook

    • Downloadable Resources

    • Video Presentation

    • Review Test

  • 3

    Lesson 2: Who must & should file a tax return

    • Workbook

    • Downloadable Resources

    • Video Presentation

    • Review test

  • 4

    Lesson 3: Best practices & requirements when filing a tax return

    • Workbook

    • Downloadable Resources

    • Video Presentation Pt. 1

    • Video presentation pt2

    • Review Test

  • 5

    Lesson 4: Who is a dependent

    • Workbook

    • Downloadable Resources

    • Video Presentation

    • Review Test

  • 6

    Lesson 5: What is considered income

    • Instructions

    • Workbook

    • New 1040 Workbook

    • Downloadable Resources

    • Video Presentation -1

    • Video Presentation 2

    • Video Presentation 3

    • Review Test

  • 7

    Lesson 6: Understanding Deductions

    • Workbook

    • Deductions

    • Downloadable Resources

    • Video Presentation

    • Review Test

  • 8

    Lesson 7: Understanding Credits

    • Downloadable Resources

    • Part 1: Workbook

    • Part 1: Video Presentation

    • Part 2: Workbook

    • Part 2: Video Presentation

    • Part 3: Workbook

    • Part 3: Video Presentation

    • Part 4: Workbook

    • Part 4: Video Presentation

    • Review Test

  • 9

    Lesson 8: What is earned income credit & due diligence

    • Workbook

    • Downloadable Resources

    • Video Presentation

    • Review Test

  • 10

    Lesson 9: Schedule C, Due Diligence, & Requirements as a paid tax preparer

    • Workbook

    • Downloadable Resources

    • Video Presentation

    • Review test

  • 11

    Chapter 10: Due Diligence Reinforcement & What's New

    • Instructions

    • Downloadable Resources

    • Workbook

    • Video Presentation 1

    • Workbook

    • Video Presentation 2

    • Video Presentation 3

    • Review Test

  • 12

    Lesson 11: ACA & Premium Tax Credit

    • Workbook

    • Video Presentation

    • Review Test

  • 13

    Lesson 12: Amended Tax Return

    • Workbook

    • Downloadable Resources

    • Video Presentation

    • Review Test

  • 14

    Evaluation

    • Evaluation Introductions

    • Evaluation

  • 15

    Final Exam

    • Final Exam Instructions

    • Final Exam