Course Detail

Streamlined Tax Staff Training-Individual


Essential knowledge for the new income tax return preparer presented in an information-packed day of practical instruction. Return preparation techniques are illustrated using real practice situations culled from hundreds of "tax organizers" and thousands of client questions. This program is a great jump start for the career of the new accountant.


  • Identifying, summarizing, and classifying income and deductible expenses
  • Qualified business income deduction added by the Tax Cuts and Jobs Act
  • Depreciation, cost recovery, and recapture
  • Passive losses
  • Interest tracing
  • Trade or business expenses
  • Capital gains and losses
  • Alternative minimum taxation
  • Procedures to minimize errors and simplify review
  • Finding answers to tax questions quickly and correctly


Participants will be able to:

  • Identify tax issues and when to ask for help
  • Interpret client information-real estate closing statements, Forms 1099R, Forms 1099 from mutual funds, and Forms 1099B from brokers to properly classify and report transactions
  • Analyze supporting documents for tax information
  • Prepare Forms 1040, 4562, 4797, 6251, and others efficiently (with or without a computer)
  • Use IRS publications and information at to answer tax questions efficiently
  • Be a productive member of the tax team, communicating clearly with a return reviewer

Designed For:

New tax staff members who need orientation to individual tax return preparation issues.

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