Ethics and Preparer Penalties

Ethics and Preparer Penalties

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This course will cover tax preparer Ethics and preparer penalties. When the taxpayer files a return with refundable credits, the tax preparer needs to complete an accurate tax return and Form 8867, which is attached to the taxpayer’s return. The following refundable credits will be discussed in this course:

  • Earned Income Credit (EIC).
  • Child Tax Credit (CTC).
  • Additional Child Tax Credit (ACTC).
  • Other Dependent Credit (ODC).
  • American Opportunity Tax Credit (AOTC).


Objectives 

At the end of this lesson, the student will:

Identify the due diligence requirements of the tax preparer when completing a tax return with refundable credits.

Explain what documentation must be maintained by the IRS when preparing refundable credit tax returns.

Understand what documents the tax preparer should maintain for their records.

 

Field of Study: Behavioral Ethics 2 Hours

Course Level: Basic to Intermediate

Prerequisite: General tax preparation knowledge is not required. 

Delivery Method: Self-Study

 

Self Study

Learn at your own pace, read or watch the lessons, pass the exams.

Mobile Friendly

Learn on your phone, tablet, or computer.

Bilingual

All our courses are available in English y español.

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Simple Learner Experiences

Prendo365 gives you access to your course anytime, anywhere, on desktop, tablet, or mobile device. You're able to easily navigate through your course and receive your certificate of completion. 

"The practice tax returns were helpful to understand the chapter better and practice doing a return"

Cathy - Washington

"Course was convenient on mobile so I could read and take a quiz when I had downtime outside of my house"

Marvin - California

"Best part are the videos so I can listen to the material while doing housework and watching my kid"

Sandra - New York

Why choose us

Over 35+ years tax preparation experience

We know what tax preparers need to succeed in their office

7+ EA’s and tax preparers on staff

Our team does extensive research to ensure you receive the best education

Bilingual live support

Having technical issues? We're ready to help you get started and complete your course.

FAQ

This course is self study which means you take it at your own pace! Some courses do have deadlines, make sure to read the descriptions to know of any deadlines. 

If you want to change your English course to a bilingual course or vice versa, you need to contact us and we’ll make the switch. *please note, if you decide to switch language you will lose your progress.

Students have the right to request a full refund of their purchase excluding taxes and shipping (if applicable) within seven (7) days of the purchase date if unsatisfied with the online course material. A request made after seven (7) days but no more than 30 days with 0% coursework completed will result in a store credit. If a textbook was purchased with the internet-based course, a refund will only be issued after the original textbook(s) have been received in a re-sellable condition. If the textbook is not shipped back only partial credit will be refunded. Any other requests outside of this policy will be denied. The request must be made in writing and sent to info@latinotaxpro.org.

Log into Prendo365.com with the email you used to purchase your course. If this was your first purchase from us, you should have received an email from edsupport@latinotaxpro.org with your log in credentials. If you have not received it, please check your spam. If not in your spam please reset your password.

Yes, we are IRS, CTEC, and NASBA approved continuing education providers.

Looking for a new career? We recommend you start with our Tax Preparation course or the CTEC 60 hour course if you are from California.

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