Chartered Tax Professional with Microsoft Excel (Voucher Included)
Come tax season, chartered tax professionals need to use tools like Microsoft Excel to prepare taxes. This fully online course will teach you how to prepare individual tax returns for almost all U.S. taxpayers and best practices for using Excel. After successfully completing this course, you will be qualified to prepare individual tax returns and be ready to sit for the IRS Special Enrollment Examination (SEE). You will also be prepared to pass the Microsoft Office Specialist (MOS) Expert...
Chartered Tax Professional with Microsoft Excel (Voucher Included)
Details + Objectives
Course code: GES2094
What you will learn
- To create, modify, and manage Excel workbooks
- To create pivot tables and charts
- 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
- Master preparing taxes for individuals, small businesses, partnerships, and sole proprietorships
How you will benefit
- 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
- Become a certified Microsoft Office Specialist (MOS) Expert in Excel
How the course is taught
- Self-paced, online course
- 18 Months to complete
- Open enrollment, begin anytime
- 250 course hours
Instructors & Support
Tracy Berry
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.
The Income Tax School
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.
Instructor Interaction: The instructor looks forward to interacting with learners in the online moderated discussion area to share their expertise and answer any questions you may have on the course content.
Requirements
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.
Requirements for Starting a Career in Taxation:
- Complete the Comprehensive Tax Course (included in this course)
- Register with the IRS and obtain a Preparer Tax Identification Number (PTIN)
- Begin preparing tax returns as a tax preparer
- Note: Continuing education requirements begin once your PTIN is issued
- Earn the Chartered Tax Professional (CTP) certificate by completing all CTP modules with an average grade of 80% or higher and documenting 500 hours of qualifying experience
Requirements:
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 Office 365, 2021 or 2019 (not included in enrollment). While you can use an older version of Microsoft Office, if you do, there will be some differences between your version 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
More About
Please note that your continuing education requirements will begin once your PTIN has been issued.
About Certification: Income Tax School (ITS)
The Income Tax School (ITS) is a national leader in tax preparation programs and training. ITS publishes educational materials as well as management manuals and webinars. The school also offers numerous tax training courses, such as continuing education seminars and tax certificate programs. Its Chartered Tax Certificate Program can help you master complicated tax preparation concepts and will give you a competitive advantage with any employer—and you can prepare for it through a certified course with us.