January 26, 2022 9:00am – 4:30pm Map & Directions 602-252-4144

Webcast: Staff Tax Training Individual: Beginning

Online registrations are currently closed, please call (602) 324-6847 for additional registration options


Master the preparation of the individual income tax return! Understand the basics, with a focus on the law and compliance forms associated with Form 1040. An overview of the process for new preparers. A refresher for the more seasoned professional.


ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time



Non-CPA Staff:
Non-CPA Staff (100% club):
Non-CPA Staff (sole proprietor):


  • Identify all of the individual income tax series 1040 and basic schedules and know when each form is used.
  • Identify the major individual income tax items that most taxpayers report each year.
  • Be familiar with source documents and how to use these documents to complete form 1040.
  • Calculate the income tax liabilities of individual taxpayers with common individual tax items.
  • Be familiar with resources that are available to assist the practitioner in identifying and then resolving individual income tax questions.
  • Reinforce concepts through the use of basic quick case studies.

Course Level



CalCPA Education Foundation More With This Vendor

Designed For

New Tax Preparers and Experienced Staff seeking a refresher.


Basic understanding of individual income taxation.


  • Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return.
  • Identify and be able to implement basic individual income tax planning ideas for clients.
  • Familiarity with several source documents utilized in the preparation of an individual income tax return.
  • Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future.

Related Courses