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Tax Preparation Training
Module One - Chapters 1-4
FORMS & WORKSHEETS NEEDED FOR CHAPTERS 1-4 (Module 1)
General Overview- Chapter 1
Video Recording [ General Overview-Chapter 1} (46:01)
General Overview- Chapter 1 Powerpoint Presentation
STANDARD DEDUCTION- CHAPTER 2
Video Recording- Standard Deduction -Chap 2 (44:55)
Standard Deduction- Chapter 2 Powerpoint Presentation
Income- Chapter 3 pt1
Income -Chapter 3 Part 2
Video Recording -Chapter 3 Income (60:17)
Income- Chapter 3 powerpoint Presentation
Interest and Divident Income- Chapter 4
Video Recording -Chapter 4- Interest and Dividend income (62:21)
Module One FInal Exam
Module 2 - Chapters 5-8
Earned Income Credit - Chapter 5
Video Recording - Chapter 5 Earned Income Credit (44:19)
Earned Income Credit- Chapter 5 PowerPoint Presentation
Tax Credits- Chapter 6
Video Recording- Chapter 6 Tax Credits (114:47)
Tax Credits - Chapter 6 Power point presentation
Video Recording Chapter 7- Retirement Income (84:54)
Retirement Income & Other Income - Chapter 7
Retirement Income & Other - Chapter 7 Power point presentation
Adjustments to Income- Chapter 8
Adjustments to Income-Chapter 8 Powerpoint Presentation
Module Two Final Exam
Module 3- Chapters 9-12
Forms & Worksheets& Appendices -Module 3 {Chapters 9-12}
Chapter 9- Itemized deductions
Itemized Deductions- Chapter 9 Powerpoint Presentation
Chapter 10- Filing Tax Returns
Filing Tax Return- Chapter 10 Power Point presentation
Chapter 11- Capital gains and losses
Capital Gains & Losses- Chapter 11 Powerpoint Presentation
Chapter 12- Depreciation and Disposition of Business
Depreciation & Disposition of business chapter 12 Powerpoint Presentation
Module 4 Chapters 13-16
Chapter 13- Self Employment Powerpoint
Chapter 14- Rental Property Powerpoint
Chapter 15- Tax Law Updates Powerpoint
Ethics & Responsibilities Chapter 16 Powerpoint
Module Final Exam -Answer Key
Module 1 Review Questions Answer Key Chapters 1-4
Module 2 Review Questions Answer Key Chapter 5-8
Module 3 Review Questions Answer key Chapter 9-12
Module 4- Review Questions Answer Key Chapter 13-16
Module 1 Final Exam Answer Key
Module 2- Final Exam -Answer Key
Module 3 Final Exam Answer Key
Module 4 Answer key
Module 4 Final Exam Answer Key
Schedule C training
Schedule C training Pt 1 (95:25)
Schedule C training pt 2 (27:51)
Schedule C Training PT 2-A (27:51)
Schedule C Training PT 2-B (4:49)
Schedule C training pt 3 (121:44)
Marketing & Due Diligence (225:08)
Refresher Tax Training -
Refresher part 1 - Taxable income / non taxable income
Schedule C Training PT 2-A
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