Tax Preparation Foundations

Beginner · 8 weeks · Online learning

What you will be able to do

• Use a consistent client-intake and return-preparation workflow.
• Organize source documents and identify missing information.
• Navigate the major sections of an individual federal return.
• Complete a documented quality-review process before filing.

Course curriculum

1. Module 1: Preparation workflow and professional responsibilityThe client interview and return roadmap · Source documents, privacy, and a complete tax file
2. Module 2: Filing status and qualifying individualsFiling-status decision process · Dependents and qualifying-person analysis
3. Module 3: Income reportingWages, interest, dividends, and retirement income · Self-employment and other income categories
4. Module 4: Adjustments and deductionsAdjustments that shape adjusted gross income · Standard and itemized deduction workflow
5. Module 5: Credits, review, and filingCredit eligibility and documentation · Final review, client approval, and record retention

Learning experience

Ten focused lessons combine instructor guidance, structured notes, practical scenarios, checklists, and a documented review workflow. Students can return to the material from their learning dashboard.

Official resource: IRS Publication 17.

Educational content only. Confirm current law, forms, instructions, and professional requirements before applying course concepts to a client matter.