Fundamentals of Tax Preparation

MGMT 822.12

Understand the basics for preparing tax returns. This course is ideal for those considering a career as a tax preparer and provides a foundation for the Enrolled Agent (EA) Exam Review.

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What you can learn.

Research tax issues for most Form 1040 individual, non-business taxpayers; plus the basics of Schedule C/self-employed tax returns
Learn the processes for filing a return, including electronic filing, refund and payment options, estimated tax payments, and amended returns
Discuss the practices, procedures, and ethics required for Enrolled Agents (EA), the process for attaining EA certification, and potential career paths

About this course:

This introductory course provides a foundation for the Enrolled Agent (EA) Exam Review and is ideal for those considering a career as a tax preparer. Students are provided the basics for preparing tax returns and how to research tax issues for most Form 1040 individual, non-business taxpayers, plus the basics of Schedule C/self-employed tax returns. The processes for filing a return, including electronic filing, refund and payment options, estimated tax payments and amended returns are covered. Students also learn how tax software is implemented for preparing returns and assisting in understanding the application of tax law. The final session provides an overview of the practices, procedures and ethics required for Enrolled Agents (EA); the process for attaining EA certification; and potential career paths.