Chartered Tax Professional with Microsoft Excel 2019   

Attention California Residents:

If you live in California and plan to become a preparer of Federal and/or state income tax returns, you must meet the requirements of the California Tax Education Council (CTEC) to become licensed to practice as a California Tax Preparer. In that case, you should instead take the Chartered Tax Professional for California Residents course, which will enable you to meet the CTEC requirements while also earning your professional CTP designation.

Attention Oregon Residents:

This course is not suitable for Oregon residents.

What You will learn

• To create, modify, and manage Excel workbooks

• To create pivot tables and charts

• Master preparing taxes for individuals, small businesses, partnerships, and sole proprietorship

• Prepare for the IRS Enrolled Agent exam

• Practice and work as a qualified tax professional

• Learn how to prepare tax returns for all individual U.S. taxpayers

• Understand the ethical responsibilities of tax professionals

How You will benefit:

• Become a certified Microsoft Office Specialist (MOS) Expert in Excel 2019

• Start working and earning money after completing the first two modules of the course

• Develop a professional vocabulary and the communication skills required to flourish in the accounting world

• Become qualified to prepare taxes for a variety of tax-holders and small companies

• Possess the necessary knowledge and skillset required to pass the IRS Enrolled Agent exam

Hardware Requirements:

• This course must be taken on a PC. Macs are not compatible.

Software Requirements:

• PC: Windows 10 or later.

Browser:

• The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge is also compatible.

• Microsoft Excel 2019 (not included in enrollment). While Microsoft Excel 2019 is ideal, you can use the version of Excel that comes with Office 365. Please note that there may be some differences between your version of Excel and what you see in the course.

• Microsoft Word or an equivalent word-processing program.

• Adobe Acrobat Reader.

• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment. The following materials will be shipped to you approximately 7-10 business days after enrollment in the Chartered Tax Professional:

• Federal Forms

• Federal Worksheets

• Instructions

• Publication Tax Preparer Resources

Prerequisites:

A high school diploma or equivalent is a prerequisite for this course. Accounting and specific math skills aren't required, just the aptitude to work with numbers and people and to read and interpret the tax laws.

If you are taking this course to begin a career in taxation you will need to meet the following requirements:

• Complete Comprehensive Tax Course (located within the course)

• Register with the IRS and get a PTIN

• Begin preparing tax returns as a tax preparer

Course Outline:

Microsoft Excel 2019 Certification Training I. Introduction to Microsoft Excel 2019 II. Intermediate Microsoft Excel 2019 III. Advanced Microsoft Excel 2019 IV. Microsoft Excel 2019 Final Exam

Chartered Tax Professional I. Individual Income Tax Preparation A. Comprehensive Income Tax Course B. Advanced Income Tax Course: Level I C. Advanced Income Tax Course: Level II II. Small Business Income Tax Preparation A. Small Business Income Tax Course: Level I B. Small Business Income Tax Course: Level II

Instructor support is provided through email by experienced practicing tax professionals employed by Peoples Income Tax, Inc., a sister company of The Income Tax School. Tracy Berry has been a senior graphic designer/programmer, instructor, and consultant since 1993 and has developed hundreds of logos, marketing materials, websites, and multimedia solutions for customers worldwide. She was also involved in several large corporate software rollouts. She has helped many organizations optimize and streamline data solutions. She teaches both onsite and online courses and has her CTT (Certified Technical Trainer) certification. Tracy specializes in teaching graphics, desktop publishing, web design, and reporting/productivity applications.