Module 7 Practice Quiz | T & T Tax Academy

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T & T Tax Academy

COURSE INTRODUCTION

Welcome to the T&T Tax Academy!
Meet Your Tax Coach
Course Overview
Course Disclaimer
Zoom Class Recording - 10/16/2024 (59:39)

MODULE 1- BECOMING A REGISTERED TAX PREPARER WITH THE IRS

The Role of a Tax Professional
The Benefits of Becoming a Tax Professional
How to Become a Tax Preparer
Completing a Tax Course (8:21)
Obtain Your PTIN (Preparer Tax ID Number)
Due Diligence Training Module (IRS website) (2:16)
Homework Assignment
Module 1 Class Recording 10/23/2024 (123:17)

MODULE 2 - CUSTOMER SERVICE & ETHICAL OBLIGATIONS OF A PREPARER

Customer Service in the Tax industry (8:23)
Circular 230 - Professional Responsibility and Ethical Obligations of a Tax Preparer (3:25)
Who Can Practice Before the IRS??? (11:41)
Due Diligence & Record Keeping (13:56)
The Interview Process & Client Intake Form
Understanding Tax Laws & Regulations
Important Tax Dates & Deadlines (3:06)
Important Resources (0:09)
Module 2 Practice Quiz
Module 2 Class Recording - 10/30/2024 (142:42)

MODULE 3 - INTRODUCTION TO TAX PREPARATION

Introduction to Tax Preparation
Filing Statuses (10:36)
Dependents - Qualifying Child vs Qualifying Relative (15:42)
Who Must File a Tax Return? (8:08)
Finding Tax Forms & Publications
Module 3 - Important Resources (0:07)
Module 3 Practice Quiz
Module 3 Class Recording - 11/06/2024 (147:42)

MODULE 4 - INDIVIDUAL TAX RETURNS

Introduction on Federal Individual Income Taxes
Form 1040 Overview (21:28)
Tax Schedules that attach to Form 1040
Standard Deduction vs Itemized Deductions (11:02)
Tax Credits and Deductions
Amending a Tax Return (13:47)
Module 4 -Important Resources (0:08)
Module 4 Practice Quiz
Module 4 Class Recording - 11/13/2024 (104:18)

MODULE 5 - TYPES OF INCOME & FORM BREAKDOWNS

The W2 Form (3:56)
1099 Forms (17:16)
The W4 Form (4:09)
1098 Forms
Resources (0:07)
Module 5 Practice Quiz
Module 5 Class Recording 11/20/2024 (103:10)

MODULE 6 - SMALL BUSINESS TAX RETURNS

Types of Business Entities for Tax Purposes (18:27)
Self-Employment Taxes
Overview of Small Business Tax Returns (Schedule C)
Beneficial Ownership Information Reporting for Small Businesses (11:03)
Important Resources
Module 6 Practice Quiz
Module 6 Class Recording 12/11/2024 (117:16)

MODULE 7 - TAX LAW UPDATES

Overview of Tax Law Changes
Tax Law Updates (2024)
Module 7 Practice Quiz

MODULE 8 - MARKETING YOUR TAX BUSINESS

Building Clients and Developing Your Practice
Marketing & Resources (17:04)
Tax Flyers

MODULE 9 - TAX SOFWARE TRAINING: TAX SLAYER PRO

Tax Preparation Software Overview - TaxSlayer Pro
Tax Software Training
Tax Software Download

PRACTICE RETURNS (1-5)

Overview on Paper and Electronic Filing Methods
Practice Return Overview
Practice Return 1
Practice Return 2
Practice Return 3
Practice Return 4
Practice Return 5

PRACTICE RETURNS (6-10)

Practice Return 6
Practice Return 7
Practice Return 8
Practice Return 9
Practice Return 10

PRACTICE RETURNS (11-15)

Practice Return 11
Practice Return 12
Practice Return 13
Practice Return 14
Practice Return 15

PRACTICE RETURNS (16-20)

Practice Return 16
Practice Return 17
Practice Return 18
Practice Return 19
Practice Return 20
AFSP / CE Courses (3:33)

COURSE WRAP-UP

Next Steps - Continuing Education & AFSP Completion
Course Summary & Wrap-Up

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