Streamlined Tax Staff Training - Individual

Thursday, December 19
8:45am - 4:30pm

(Check-In 8:40am)

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8.00 Credits

Member Price $274.00

^{Price will increase by $35 after 12/12}

Non-Member Price $399.00

^{Price will increase by $35 after 12/12}

Overview

Essential knowledge for the new income tax return preparer presented in an information-packed day of practical instruction. Return preparation techniques are illustrated using real practice situations culled from hundreds of “tax organizers” and thousands of client questions. This program is a great jump start for the career of the new accountant.

Objectives

Participants will be able to:

Identify tax issues and when to ask for help

Interpret client information-real estate closing statements, Forms 1099R, Forms 1099 from mutual funds, and Forms 1099B from brokers to properly classify and report transactions

Analyze supporting documents for tax information

Prepare Forms 1040, 4562, 4797, 6251, and others efficiently (with or without a computer)

Use IRS publications and information at www.irs.gov to answer tax questions efficiently

Be a productive member of the tax team, communicating clearly with a return reviewer

Designed For

New tax staff members who need orientation to individual tax return preparation issues.

Prerequisites

None

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies