August 11, 2022


Webinar


8 Total CPE Credits

product-artwork-661434

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

8
Total CPE
8
Taxes

Things to Know About This Course

Prerequisites

Basic understanding of individual income taxation.

Advanced Preparation

None

Intended Audience

New Tax Preparers and Experienced Staff seeking a refresher.

Provider

California Society of CPAs

This event has ended.