Staff Tax Training Individual: Beginning

Course Details


Friday, September 23, 2022

9:00am – 4:30pm (Registration: 8:30am)



Field of Study


CPE Credit

8 hours CPE credit

Level of Knowledge





Basic understanding of individual income taxation.


Master the preparation of the individual income tax return! Understand the basics, with a focus on the law and compliance forms associated with Form 1040. An overview of the process for new preparers. A refresher for the more seasoned professional.


  • Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return.

  • Identify and be able to implement basic individual income tax planning ideas for clients.

  • Familiarity with several source documents utilized in the preparation of an individual income tax return.

  • Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future.


  • Identify all of the individual income tax series 1040 and basic schedules and know when each form is used.

  • Identify the major individual income tax items that most taxpayers report each year.

  • Be familiar with source documents and how to use these documents to complete form 1040.

  • Calculate the income tax liabilities of individual taxpayers with common individual tax items.

  • Be familiar with resources that are available to assist the practitioner in identifying and then resolving individual income tax questions.

  • Reinforce concepts through the use of basic quick case studies.

Designed For

New Tax Preparers and Experienced Staff seeking a refresher.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

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