Wizard Owner Software Training – November

Description

Description

Instructor: Jasmine Dabbs & Misty Ellis

Phone: 866-286-5311     Fax: 214-225-8543   E-mail: info@wizardtaxsoftware.com
Office Hours: By phone appointment.

• October 26^th and  29^th , November 2^nd & November 5^th , November 9^th, 2020  (5 classes)
• Monday, Thursday
•  7:00pm to 9:00pm

COURSE SYLLABUS:  Tax Preparer Software Training (WIZOST301) (2020)

COURSE DESCRIPTION:  

This course is equip for tax owners, ERO’s and service bureaus. This course is designed to teach you about your tax software from an owner’s perspective including but not limited to manage users, templates, and etc. Your course does include how to complete tax returns with information to correctly process tax returns.  owners, ERO’s and service bureaus final grade must be an 80 or above to in order to receive certificate of completion. Your final grade and hours will be based on class participation, homework, quizzes, test and final exam. A tax preparer must complete a minimum of 15 software hours to receive certificate of completion.

OBJECTIVES:   Owners, ERO’s and Service Bureaus Syllabus

Upon successful completion of this course, you will be able to

• Set-Up your tax software
• Manage Users
• Defaults
• Manage your Customizable Mobile Link Application
• Review Returns
• Work your Back Office
• Prepare most non-business individual tax returns
• Perform a thorough interview with a taxpayer
• Determine a taxpayer’s filing status and eligibility for exemptions
• Accurately report income and deductions for a taxpayer
• Determine a taxpayer’s eligibility for credits and deductions
• Compute income for Schedules A, C, E and F
• Understand the 1040
• Advise a taxpayer in tax planning strategies

EVALUATION:

You are required to read the chapters before the class lectures. Homework is due the first class after the lecture.  The Instructor has office hours for questions and concerns.  Email is also available.

Your final grade is based on: