1040 Income Tax Preparation

This course teaches professional individual tax preparation step by step, starting with the foundation every return is built on: choosing the correct filing status and correctly determining who qualifies as a dependent. From there you'll build toward credits, income reporting, quality review, and e-filing best practices.

Each unit pairs a teaching class with knowledge-check quizzes and a study guide, so you learn the rules and practice applying them. Built for new preparers and office staff who want a repeatable, compliant process — and the client-communication skills that turn accuracy into trust, retention, and referrals.

By the end, you'll be able to: interview a client, select the right filing status, determine dependents with confidence, and prepare a clean, defensible return.