A seasonal intake that runs from 1 October to the end of December, so you finish trained and ready as the filing season opens. Covers the federal individual return from filing status through to a complete 1040 with schedules, prepared in professional software.
Preparers entering the US market for the first time, accountants outside the United States taking on US filing work, and bookkeepers who want to handle their own clients' returns rather than passing them on. No prior US tax knowledge is assumed. Familiarity with accounting fundamentals is.
Module order and gating are set by the instructor and can change as the course is updated.
How the federal individual system fits together, who must file, the deadlines and extensions, and the structure of Form 1040 and its numbered schedules.
Determining filing status correctly, the dependant tests, and the choice between the standard deduction and itemising on Schedule A.
Reading a W-2 and the 1099 family, reporting wage income, interest and dividends, and the reconciliation points that most often produce a CP2000 notice.
Basis, holding period, Form 8949 and Schedule D, wash sales, and carrying capital losses forward.
Business income and deductible expenses, the home office deduction, vehicle expenses, depreciation, and self-employment tax on Schedule SE.
Reporting rental income and expenses, depreciation on residential rental property, and the passive activity loss limitations.
The child tax credit, earned income credit, education credits and the rest — including the due-diligence requirements a paid preparer carries on several of them.
A graded assessment across the federal material. Sat in Safe Exam Browser, with a pass mark of 80%.
A full federal return prepared from raw client documents in professional software, with nothing flagged in advance.
A live intake interview with an AI client. You run the interview, establish the facts, and prepare the return on what you managed to gather.