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

Description

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.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

8:30am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webcast
Taxation
8

Objectives

  • 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

Beginning

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

New Tax Preparers and Experienced Staff seeking a refresher.

Prerequisites

Basic understanding of individual income taxation.

Highlights

  • 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.

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