
The content in this course includes both English and Spanish.
- Receptionists
- New preparers who need a Crash Course
- Preparers who need to be trained quickly
- Late hires
- Late December, early January course
This course covers the basics of federal tax. Topics covered in the course are interviewing techniques to determine taxpayer filing status, certain common refundable and non-refundable tax credits, and an income overview. Behavioral Ethics is included in this course. This course offers a section on training your office staff. Office staff training covers how to answer the phones, suggestions on how to handle dropped-off tax returns, and money handling procedures.
At the end of this course, the student will be able to do the following:
- Explain how a nonrefundable credit affects the taxpayer’s tax liability.
- Recognize what is professional responsibility in tax preparation.
- Realize what the tax preparer’s responsibilities are to the taxpayer.
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Créditos: Ley de Impuesto Federal 6, Ética regulatoria 2
¿Es un propietario muy ocupado de una oficina de impuestos? ¿Necesita una solución de capacitación rápida?
Nuestro Curso de impuestos intensivo brinda capacitación al personal administrativo, lo que permite a los dueños de negocios capacitar rápidamente a los preparadores de última hora para manejar la gran afluencia de clientes que ingresan. Capacite a sus recepcionistas para que ingresen datos en las declaraciones de impuestos de los clientes que esperan a un preparador.
Este curso está diseñado para:
- Recepcionistas
- Nuevos preparadores que necesitan un curso intensivo
- Preparadores que necesitan ser capacitados rápidamente.
- Contrataciones tardías
- Finales de diciembre, principios de enero.
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Course Details |
Included in this course |
To earn certificate of completion: • Pass Final Exams with 70% (or better) |
• 3-Part eBook |

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