Description
Description
Instructor: Jasmine
Phone: 866-286-5311 Fax: 214-225-8543 E-mail: info@wizardtaxsoftware.com
Office Hours: By phone appointment.
- October 18, 2020 – November 8th, 2020 (Ten Classes)
- Tuesday, Thursday, and Sundays
- 7:00pm to 8:30pm
COURSE SYLLABUS: Tax Preparer Software Training (WIZST201) (2020)
COURSE DESCRIPTION:
This course is equipping the Tax Preparer and Mangers with basic information to correctly process tax returns. Tax Preparer, Managers and Owners final grade must be a 70 or above 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: Tax Preparer Level I Syllabus
Upon successful completion of this course, you will be able to
- 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
- Accurately calculate a taxpayer’s refund or balance due
- Advise a taxpayer in tax planning strategies
EVALUATION:
You are required to read the chapters before the class lectures. Be prepared for pop quizzes. 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:
| 10% class participation | 15% quizzes |
| 15% homework | 20% test |
| 40% final exam |
| SESSION 1 | DATE | TOPICS |
| 10/18/2020 | INTRODUCTION/ SYLLABUS | |
| 10/18/2020 | HOMEWORK & TESTS | |
| 10/18/2020 | ETHICS | |
| 10/18/2020 | WHAT IS A TAX PREPARER? | |
| 10/18/2020 | PENALTIES | |
| 10/18/2020 | QUIZ | |
| SESSION 2 | 10/20/2020 | DASHBOARD & INTERFACE |
| 10/20/2020 | TAXPAYER DOCUMENTATION | |
| 10/20/2020 | MOBILE APP LINK | |
| 10/20/2020 | VAULT- CLOUD STORAGE AND DOCUMENT SHARING LAWS | |
| 10/20/2020 | CLIENT PORTAL | |
| 10/20/2020 | E- SIGNATURE | |
| 10/20/2020 | TEXT MESSGAE & EMAIL | |
| 10/20/2020 | ANSWER CONNECT | |
| 10/20/2020 | QUIZ & HOMEWORK | |
| SESSION 3 | 10/22/2020 | TAXPAYER DOCUMENTATION |
| 10/22/2020 | INTRODUCTION TO 1040 | |
| 10/22/2020 | FILING STATUS AND EXEMPTIONS | |
| 10/25/2020 | SAFEGUARDING TAXPAYERS INFORMATION | |
| 10/25/2020 | TAX CREDITS | |
| SESSION 4 | 10/25/2020 | INCOME & ADJUSTMENTS TO INCOME |
| 10/25/2020 | DEDUCTIONS | |
| 10/27/2020 | REPORTING, IRA, PENSION, ANNUITY, UNEMPLOYMENT AND SOCIAL SECURITY | |
| 10/27/2020 | BUSINESS INCOME – SCHEDULE C | |
| SESSION 5 | 10/27/2020 | SCHEDULE A |
| 10/27/2020 | SCHEDULE D | |
| 10/27/2020 | 1099 | |
| 10/27/2020 | QUIZ | |
| 10/29/2020 | WIZARD TAX SERVICE FLOW CHART | |
| 10/29/2020 | HOMEWORK REVIEW #1 | |
| SESSION 6 | 10/29/2020 | HOMEWORK REVIEW #2 |
| 11/1/2020 | HOMEWORK REVIEW #3 | |
| 11/1/2020 | HOMEWORK REVIEW #4 | |
| SESSION 7 | ||
| 11/3/2020 | TAX PREPARER MARKETING | |
| 11/3/2020 | HOMEWORK REVIEW #5 | |
| SESSION 8 | 11/3/2020 | FINAL EXAM REVIEW #6 |
| SESSION 9 | 11/5/2020 | FINAL EXAM – FULL CLASS TIME (50 QUESTIONS & 2 RETURNS) |
| SESSION 10 | 11/8/2020 | PTIN PAPERWORK DUE |
| CLASS QUESTIONS & ANSWERS |
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