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TAX365 BASIC TAX COURSE
Welcome & Getting Started
Welcome & What to Expect
Getting Started
Module One
Client Documentation
Determining Filing Status
Who Qualifies As A Dependent?
IRS Identity Protection Pin (IP PIN)
Module Two - Income
Sources of Income
1099-INT $ 1099-DIV Income
SSA-1099 Income
Module Three - Deductions
Deductions
Itemized Deductions vs Standard Deduction
Other Taxes
Module Four - Payments, Misc & ACA
Payments & Estimates
Miscellaneous Forms
Affordable Care Act Insurance Plans
Module Six - Finalizing the Tax Return
Reviewing Return for Accuracy
Presenting the Return to the Client
Collecting Signatures
Using Bank Products
Filing the return
Tracking Refund Process
IRS Identity Protection Pin (IP PIN)
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