This course was created with the
course builder. Create your online course today.
Start now
Create your course
with
Autoplay
Autocomplete
Previous Lesson
Complete and Continue
Provision Tax Academy
COURSE INTRODUCTION
Welcome
Meet Your Tax Coach!
How to Contact Your Coach
What You'll Learn in this Course
Course Schedule
Contract & Agreements
Apply for your EFIN
MODULE 1.1 - STARTING UP YOUR TAX BUSINESS FROM SCRATCH
Starting Up Your Tax Business (7:06)
Choosing Your Business Name (5:32)
Choosing Your Business Structure (18:26)
Choosing Your Business Address (10:34)
Create Your Business Email & Website (1:18)
Registering Your Business (2:30)
Obtain Your Federal & State Tax ID / EIN # (3:28)
Open Your Business Bank Account (7:09)
MODULE 1.2 - BECOMING A REGISTERED TAX PREPARER WITH THE IRS
Completing a Tax Course (8:20)
Obtain You PTIN (Preparer Tax ID Number) (4:00)
Due Diligence Training Module (IRS Website) (2:15)
AFSP / CE Courses (3:37)
Tools & Resources
Module 1.2 Practice Quiz
MODULE 2 - CUSTOMER SERVICE & ETHICAL OBLIGATIONS OF A PREPARER
Customer Service in the Tax Industry (8:23)
Circular 230 - Professional Responsibility and Ethical Obligations of a Tax Preparer (3:25)
Who Can Practice Before the IRS (11:41)
Due Diligence & Record Keeping (13:56)
Understanding Tax Laws & Regulations
Important Tax Dates & Deadlines (3:06)
Tools & Resources
Module 2 Practice Quiz
MODULE 3 - INTRODUCTION TO TAX PREPARATION
Introduction to Tax Preparation
Filing Statuses (10:36)
Dependents - Qualifying Child vs Qualifying Relative (15:42)
Who Must File a Tax Return? (8:08)
Tools & Resources
Module 3 Practice Quiz
MODULE 4 - INDIVIDUAL TAX RETURNS
Intro to Federal Individual Income Taxes (6:26)
Form 1040 (0:53)
Calculating Total Tax Liability Using Forms and Schedules (14:08)
Tax Schedules that attach to Form 1040 (30:03)
Standard Deductions vs Itemized Deductions (11:02)
Amending a Tax Return (13:47)
Tools & Resources
MODULE 5 - TYPLES OF INCOME & FORM BREAKDOWNS
Taxable and Non-Taxable Income Sources (0:45)
The W2 (3:11)
1099 Forms (17:16)
The W4 Form (4:09)
1098 Forms (6:09)
Tools & Resources
MODULE 6 - SMALL BUSINESS TAX RETURNS
Small Business Tax Returns (Schedule C) (38:33)
Tools & Resources
Module 6 Practice Quiz
MODULE 7 - FEDERAL TAX CREDITS & DEDUCTIONS
Tax Credits & Deductions
How Credits & Deductions Work
Refundable vs Non-Refundable Tax Credits
Standard Deduction
Earned Income Tax Credit
Child Tax Credit
Child & Dependent Care Tax Credit
Education Credits
Educator Expense Deduction
Student Loan Interest Deduction
Retirement Credits
Employee Retention Credit
Other Popular Credits
MODULE 8 - TAX LAW UPDATES
2022 Tax Law Updates (39:37)
2023 Tax Law Updates (36:52)
MODULE 9 - ADDITIONAL RESOURCES
New FINCEN Process (11:03)
MODULE 10 - MARKETING YOUR TAX BUSINESS
Building Clients and Developing Your Practice (12:43)
Marketing & Resources (4:22)
PRACTICE RETURNS (1-7)
Practice Return 1
Practice Return 2
Practice Return 3
Practice Return 4
Practice Return 5
Practice Return 6
Practice Return 7
ADDITIONAL TAX SCENARIOS (1-18)
Scenario 1
Scenario 2
Scenario 3
Scenario 4
Scenario 5
Scenario 6
Scenario 7
Scenario 8
Scenario 9
Scenario 10
Scenario 11
Scenario 12
Scenario 13
Scenario 14
Scenario 15
Scenario 16
Scenario 17
Scenario 18
Intro to Federal Individual Income Taxes
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock