Tax Flyers | ADVANTAX TAX PREP ACADEMY

Autoplay
Autocomplete

Previous Lesson Complete and Continue

AdvanTax Tax Prep Academy

COURSE INTRODUCTION

Welcome to the Tax Academy! (2:46)
Course Overview & Objectives
Section summary
Section summary

MODULE 1 - BECOMING A REGISTERED TAX PREPARER WITH THE IRS

Completing a Tax Course (8:20)
Obtain Your PTIN (Preparer Tax ID Number) (4:01)
Due Diligence Training Module (IRS website) (2:15)
AFSP & CE (Continuing Education) Courses (3:33)
Module 1 - Important Resources
Module 1 - Practice Quiz
Section summary

MODULE 2 - CUSTOMER SERVICE & ETHICAL OBLIGATIONS OF A PREPARER

Customer Service in the Tax industry (8:23)
Circular 230 - Professional Responsibility and Ethical Obligations of a Tax Preparer (3:25)
Who Can Practice Before the IRS? (11:41)
Due Diligence & Record Keeping (13:56)
Understanding Tax Laws & Regulations
Important Tax Dates & Deadlines (3:06)
Module 2 - Important Resources
Module 2 - Practice Quiz

MODULE 3 - INTRODUCTION TO TAX PREPARATION

Introduction to Tax Preparation
Overview on Paper and Electronic Filing Methods
Filing Status and Requirements (10:36)
Dependents - Qualifying Child vs Qualifying Relative (15:42)
Who Must File a Tax Return? (8:08)
Finding Tax Forms & Publications
Module 3 - Important Resources
Module 3 - Practice Quiz

MODULE 4 - INDIVIDUAL TAX RETURNS (THE 1040 FORM)

Introduction on Federal Individual Income Taxes
Form 1040 Overview (21:28)
Tax Schedules that attach to Form 1040 (30:03)
Standard Deduction vs Itemized Deductions (11:02)
Tax Credits vs. Deductions
Amending a Tax Return (13:45)
Module 4 - Important Resources
Module 4 - Practice Quiz

MODULE 5 - TYPES OF INCOME & COMMON TAX FORMS

The W2 Form (3:56)
1099 Forms (17:12)
The W4 Form (4:07)
1098 Forms (6:07)
Module 5 - Important Resources
Module 5 - Practice Quiz

MODULE 6 - SMALL BUSINESS TAX RETURNS (THE SCHEDULE C)

Types of Business Entities for Tax Purposes (23:59)
Self-Employment Taxes
Overview of Small Business Tax Returns (Schedule C) (38:28)
Beneficial Ownership Information Reporting for Small Businesses (11:03)
Module 6 - Important Resources
Module 6 - Practice Quiz

MODULE 7 - TAX LAW CHANGES & UPDATES

Overview of Tax Law Changes
2023 Tax Law Changes (36:34)
2024 Tax Law Changes

MODULE 8 - MARKETING YOUR TAX BUSINESS

Building Clients and Developing Your Practice
Marketing & Resources (17:04)
Tax Flyers

PRACTICE RETURNS (1-5)

Practice Return Overview
Practice Return 1
Practice Return 2
Practice Return 3
Practice Return 4
Practice Return 5

PRACTICE RETURNS (6-10)

Practice Return 6
Practice Return 7
Practice Return 8
Practice Return 9
Practice Return 10

PRACTICE RETURNS (11-15)

Practice Return 11
Practice Return 12
Practice Return 13
Practice Return 14
Practice Return 15

PRACTICE RETURNS (16-20)

Practice Return 16
Practice Return 17
Practice Return 18
Practice Return 19
Practice Return 20

COURSE CONCLUSION

Recap & Next Steps!
Certificates of Completion

Teach online with

Tax Flyers

Lesson content locked

If you're already enrolled, you'll need to login.

Enroll in Course to Unlock