Introductory Tax Course

Description:

This course covers the fundamentals of federal tax preparation. You’ll learn how the American Tax System began, how to interview taxpayers to determine their correct filing status, and how to identify which tax credits a taxpayer may qualify for.

Objectives:
By the end of this course, you will be able to:

• Explain how a nonrefundable credit affects a taxpayer’s tax liability

• Recognize what professional responsibility means in tax preparation

• Understand a tax preparer’s responsibilities to the taxpayer

Field of Study:

• Federal Tax Law: 8 Hours

• Behavioral Ethics: 2 Hours

Course Level: Basic
Prerequisite: General tax preparation knowledge is required
Delivery Method: Self-Study
Expiration Date to earn CEs: June 31, 2026

This course does not qualify for California Continuing Education hours.