Bilingual Express Tax Course

Bilingual Express Tax Course

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The content in this course includes both English and Spanish.

Credits: 6 Federal Tax Law, 2 Regulatory Ethics


Are you a busy owner of a tax office? Do you need a quick training solution? 

Our 2024 Bilingual 
Express Tax Course provides office staff training, allowing business owners to quickly train last-minute preparers to handle the deluge of clients coming through their doors right away. Train your receptionists to do data entry on tax returns for clients waiting for a preparer.


This course is designed for:

- 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.  


    Click on a chapter title to view the content description

    Haga clic en el título de un capítulo para ver la descripción del contenido

     

    Part I: Ética y multas para el preparador

    This chapter will cover tax preparer due diligence and penalties. When the taxpayer files a return with refundable credits the tax preparer needs to complete an accurate tax return and complete Form 8867, which is attached to the taxpayer’s return.

    --------------------------------------------------------------

    Este capítulo cubrirá la diligencia debida y las sanciones del preparador de impuestos. Cuando el contribuyente presenta una declaración con créditos reembolsables, el preparador de impuestos debe completar una declaración de impuestos precisa y completar el Formulario 8867, que se adjunta a la declaración del contribuyente. 


    Part II: Federal Tax LawPart III: What Every Employee Needs to Know

     

     

    Course Details

    Included in this course


    Title: 2024 Bilingual Express Tax Course
    Level: Basic
    Delivery Method: Self-study

    To earn certificate of completion:

    • Pass Final Exams with 70% (or better)
    • Complete course survey

    • 3-Part eBook
    • Videos
    • Practice Tax Returns
    • Certificate of Completion
    • Credits reported to CTEC and IRS
    • Final Exams

    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.

    Career Paths

    No matter where you’re at in your career, we have courses for you.

    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. 

    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

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