August 11, 2022


8 Total CPE Credits


Staff Tax Training Individual: Beginning

Learning 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.

Major Topics

  • 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.

CPE Credits Available

Total CPE

Things to Know About This Course


Basic understanding of individual income taxation.

Advanced Preparation


Intended Audience

New Tax Preparers and Experienced Staff seeking a refresher.


California Society of CPAs

This event has ended.