Course curriculum

  • 1

    Time for class!

    • A message from your instructor

    • How to use this course

    • Before we begin...
  • 2

    First steps to yout tax journey

    • PTIN vs. EFIN

    • The Importance of the EFIN

    • Note to Students
  • 3

    Chapter 1

    • Before We Start

    • Who does the IRS consider a citizen?

    • How to determine the correct filing status.

    • Who is required to file a tax return?

    • Income/Wages What are they Really ?

    • Test your learning
  • 4

    Chapter 2

    • Due Diligence Requirements

    • Due Diligence for the Self Employed (Schedule C)

    • Test your learning

    • Understanding Earned Income Tax Credit

    • Understanding American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit (LLC)

    • Test Your Learning
  • 5

    Chapter 3

    • Self Employed/Small Business

    • Rental Property

    • Understanding Rental Income

    • Car Rental Income

    • Basics on Retirement

    • Taxes for Farms

    • Amending Returns
  • 6

    Test Your Knowledge

    • Let's Test What We Learned

    • Exercise Number One (Daycare and Earned Income Credit)

    • Exercise Number Two (Self-Employment Income & Unemployment)

    • Exercise Number Three (Amended Tax Return)
  • 7

    Updates and Changes

    • Look Back Credit for 2021 Filing Season

    • The Basics of Employee Retention Credit •

  • 8

    Final Assessment

    • Final Multiple Choice Test
  • 9

    Walk Through Example

    • Example of the preparation of a return in TaxSlayer Pro Software - This is an example not for tax law purposes