Basic Income Tax Preparation Certification Program

Learn how to prepare individual tax returns using real-world examples, IRS-style forms, and professional tax preparation techniques. No experience required.

10

Modules

40+

Video Lessons

20+

Practice Exercises

1

Certificate

What You'll Learn

Filing Requirements & Who Must File
Filing Status Determination
Dependent Rules & Tax Benefits
Income Types (W-2, 1099s, Social Security)
Adjustments To Income
Standard vs Itemized Deductions
Tax Credits (EITC, Child Tax Credit, Education)
Refund Calculations & Payment Options
Due Diligence & Form 8867
Tax Software Training
Real Practice Tax Returns
PTIN Requirements & IRS Regulations

Course Curriculum

1Getting Started With Tax Preparation
  • What Tax Preparers Do
  • IRS Basics
  • Tax Terminology
  • Starting A Return
2Filing Requirements & Filing Status
  • Who Must File
  • Filing Statuses
  • Income Thresholds
  • Special Situations
3Dependents & Qualifying Rules
  • Qualifying Child
  • Qualifying Relative
  • Child Tax Credit
  • Other Dependent Credit
4Income Types & Tax Documents
  • W-2 Wages
  • 1099-INT/DIV
  • 1099-NEC/MISC
  • 1099-R
  • Social Security Income
5Adjustments To Income
  • IRA Contributions
  • Student Loan Interest
  • Educator Expenses
  • AGI Calculation
6Standard vs Itemized Deductions
  • Schedule A
  • Medical Expenses
  • Mortgage Interest
  • Charitable Contributions
7Tax Credits
  • Child Tax Credit
  • Earned Income Tax Credit
  • Education Credits
  • Child Care Credit
8Payments & Refund Calculations
  • Withholding
  • Estimated Payments
  • Refunds
  • Direct Deposit
9Filing & Due Diligence
  • PTIN Basics
  • Form 8867
  • E-File Process
  • IRS Requirements
10Practice Tax Returns
  • Single Taxpayer Case
  • Married Couple Return
  • Self-Employed Return
  • Retiree Return

What's Included

Video Lessons

40+ HD video lessons with step-by-step instruction

Workbook

Downloadable PDF workbook with exercises and notes

Quizzes

Module quizzes to test your knowledge

Final Exam

Comprehensive final exam and certificate

Support

Access to instructor support and community

Lifetime Access

Learn at your own pace, keep access forever

IRS Forms

Real IRS forms and practice returns

Software Training

Learn professional tax software

Ready To Start Your Tax Career?

Enroll today and start learning the skills you need to become a professional tax preparer