Payment Plan Basic Tax Training Online Course

$49.75

per month for 4 months

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199 Tax Course - 4-Payment Plan

Unlock the fundamentals of tax preparation with our 199 Tax Course, now available with a convenient 4-payment plan. This comprehensive course includes:

- 20 hours of interactive instruction
- Coverage of essential tax topics, including individual tax returns
- Access to online study materials and resources
- Certificate of completion upon finishing the course

$49.75/month for 4 months (total: $199)

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2025 Tax Training Course

$199.99

199 Tax Course Basic

Unlock the fundamentals of tax preparation with our $199 Tax Course Basic. This comprehensive course includes:

- 20 hours of interactive instruction
- Coverage of essential tax topics, including individual  tax returns
- Access to online study materials and resources
- Certificate of completion upon finishing the course

$199 (one-time payment)

Show more

Sign Up

This product has no pricing plans and so is not available for purchase

• 1

  Chapter 1: Introduction to the Personal Income Tax Return

  • Introduction
  • The Form 1040
  • Form 1040 and Schedule Revisions for the 2023 Tax Season
  • Form 1040-SR, Tax Return for Seniors
• 2

  Chapter 2: Who Must File

  • Filing Requirements for Individuals
  • PowerPoint: Minimum Filing Requirements for Individuals
  • Filing Requirements for Dependents
  • PowerPoint: Minimum Filing Requirements for Dependents
  • Situations When Individuals and Dependents Must File a Return
  • PowerPoint: Other Situations When One Must File a Return
  • Determining Residency for Tax Purposes
  • Tax Residency Tests
  • Form 1040 for Non-Residents (1040-NR)
• 3

  Chapter 3: Getting Started with the Tax Return

  • Tax Return
  • Exceptions to SSNs
  • Assembly of a Tax Return
  • Amending a Tax Return
  • PowerPoint: Filing Deadline Extensions for the Financially Disabled
  • Amending from Married Filing Jointly to Married Filing Separately 
  • Superseded Tax Return
• 4

  Chapter 4: When are Personal Tax Returns Due?

  • When are Personal Tax Returns Due?
  • PowerPoint: Definition of a Combat Zone
• 5

  Chapter 5: Accounting Methods and Periods

  • Accounting Periods
  • Accounting Methods
• 6

  Chapter 6: Other Various Forms of Taxes

  • Real Estate Personal Property Taxes 
  • Personal Property Taxes
  • Employment and Self-Employment Tax 
  • Federal Income Tax Withholding
  • Social Security and Medicare Taxes
  • Additional Medicare Tax
  • Federal Unemployment Tax (FUTA)
  • Self-Employment Tax (SE tax)
  • Payroll Tax Payments
  • California Taxes
• 7

  Chapter 7: Estimated Tax Payments

  • Estimated Tax Payment
  • How to Pay Estimated Tax 
  • Who Must Pay Estimated Tax 
  • Who Does Not Have to Pay Estimated Tax? 
  • Social Security and Medicare Taxes not Withheld
• 8

  Chapter 8: Tax Penalties

  • Tax Penalties
  • Underestimated Tax and Late Tax Payment Penalties
  • Tax Fraud Penalties
  • Penalties for Failure to Timely File Returns or Timely Pay Tax
  • Accuracy Related Penalties
  • Penalty for Non-Sucient Funds (NSF)
• 9

  Chapter 9: Getting Started: Tax Filing Status

  • Tax Filing Status
  • Same-Sex Unions
  • Filing Status
  • PowerPoint: Standard Deduction and Tax Rate Tables
  • Single
  • Head of Household 
  • PowerPoint: Costs of Keeping a Home
  • Married Filing Jointly and Married Filing Separate
  • Advantages and Disadvantages of the MFS ling status
  • PowerPoint: Advantages and Disadvantages of the MFS ling status
  • Filing a Joint Return
  • The So-called Marriage Penalty and the Tax Cuts and Job Acts Bill
  • Community Property States
  • Qualifying Surviving Spouse (QSS)
• 10

  Chapter 10: Who is Considered a Dependent

  • Who is Considered a Dependent?
• 11

  Chapter 11

  • Multiple Support Agreements
  • The Earned Income Credit and the Support Test
• 12

  Chapter 12: Tax Terminology

  • Glossary of Tax Terminology