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Tax Preparer Foundations

A practical tax preparation foundations course with 15 guided modules for new tax professionals and office owners—built from the official My Tax Pros Networking onboarding curriculum.

155 training slides15 guided modulesFREE self-paced enrollment
WHO THIS COURSE SERVES

Build a responsible foundation for tax preparation work.

This introductory tax preparer course is designed for people learning a professional filing workflow and Office owners orienting new team members.

What the public overview covers

  • Individual return and filing-status fundamentals
  • Tax documents, interviews, and data-entry workflow
  • Due diligence, privacy, and taxpayer-data safeguards
  • Customer service and responsible next steps
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COURSE OUTLINE

Build the habits of a responsible tax professional.

Progress from foundational filing concepts to interview standards, secure software practices, and professional client service.

  1. 01Welcome to My Tax Pros Networking
  2. 02Understanding tax preparation basics
  3. 03Filing status
  4. 04Dependents
  5. 05Income documents
  6. 06Business returns and Schedule C
  7. 07Tax credits
  8. 08IRS due diligence requirements
  9. 09IRC Section 7216 and Taxpayer Information Privacy
  10. 10Identity verification
  11. 11Taxpayer interview and document collection
  12. 12Tax preparation software workflow
  13. 13W-2 entry and verification
  14. 14Data security and compliance
  15. 15Customer service, certification and next steps
Educational scope

This course provides professional training and operational guidance. It does not replace current IRS publications, applicable law, credentialing requirements, or firm-specific supervision.