The tax preparer will learn how to collect taxpayer’s information needed to prepare an accurate tax return. This course will give detailed interviewing example questions to understand how to collect the necessary information. Completing an interview to gather taxpayer’s information to understand the taxpayer’s situation to prepare an accurate tax return is an essential step.
Sample questions are provided for each section of the tax return to help the student understand the importance of knowing the “how” to and “why” ask questions to gain the necessary information from the taxpayer.
At the end of this course, the student will be able to do the following:
Identify the different segments of Form 1040.
Recognize the general items from each section.
Understand the information needed to file a correct tax return.
Learn sample questions for each section to build interviewing skills.
Field of Study: Federal Tax Law 2 Hours Course Level: Basic to intermediate Prerequisite: General tax preparation knowledge is required Delivery Method: Self-Study
Learn at your own pace, read or watch the lessons, pass the exams.
Learn on your phone, tablet, or computer.
All our courses are available in English y español.
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.
"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.
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 firstname.lastname@example.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 email@example.com 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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