About Course
Continuing education · 4 weeks · Online learning
What you will be able to do
- Build a reliable annual process for identifying tax changes.
- Separate authoritative guidance from commentary and summaries.
- Translate updates into checklists, interviews, and review controls.
- Document which changes affect a client or preparation workflow.
Course curriculum
- Module 1: Annual update workflowFinding current authoritative forms and guidance · Building an update log and impact checklist
- Module 2: Form and instruction changesComparing current and prior-year forms · Updating organizers, interview questions, and software steps
- Module 3: Individual return updatesReviewing income, deduction, and credit changes · Testing changes with individual-return scenarios
- Module 4: Business and information-reporting updatesReviewing small-business workflow changes · Information returns, reporting, and reconciliation updates
- Module 5: Filing-season implementationUpdating quality-control procedures · Annual refresher case and readiness review
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 newsroom and tax updates.
Educational content only. Confirm current law, forms, instructions, and professional requirements before applying course concepts to a client matter.
Course Content
Module 1: Annual update workflow
Finding current authoritative forms and guidance
Building an update log and impact checklist