Tax Updates & Annual Refresher

Description

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

1. Module 1: Annual update workflowFinding current authoritative forms and guidance · Building an update log and impact checklist
2. Module 2: Form and instruction changesComparing current and prior-year forms · Updating organizers, interview questions, and software steps
3. Module 3: Individual return updatesReviewing income, deduction, and credit changes · Testing changes with individual-return scenarios
4. Module 4: Business and information-reporting updatesReviewing small-business workflow changes · Information returns, reporting, and reconciliation updates
5. 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.