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