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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
Payments & Estimates
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