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Tax IQ Academy

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Overview
Curriculum
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  • 9 Sections
  • 51 Lessons
  • 9 Quizzes
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Tax Foundations
4 Lessons1 Quiz
  1. The Federal Tax System
  2. Taxed Income Explained
  3. Withholdings Explained
  4. Importance of Filing an Income Tax Return
  5. Foundations Quiz
Documentation & Filing Status
5 Lessons1 Quiz
  1. Determining Filing Status
  2. Collecting The Information Needed To Prepare An Accurate Return
  3. Understanding Dependent Rules
  4. Verifying Identity & Asking The Right Questions
  5. IRS Tax Return Red Flags & Common Filing Mistakes
  6. Knowledge Check: Filing Status, Dependents & Taxpayer Verification
Tax Forms Explained
11 Lessons1 Quiz
  1. Understanding Form W-2 (Wage & Tax Statement)
  2. Understanding Form 1099-K
  3. Understanding Form 1098-T
  4. Understanding Form SSA-1099
  5. Understanding Form 1098
  6. Understanding a Childcare Statement/Receipt
  7. Understanding Form 1099-R
  8. Understanding Form 1099-INT
  9. Understanding Form 1099-DIV
  10. Understanding Form 1098-E
  11. Understanding Form 1040 The Main Tax Form Used To File A Tax Return
  12. Knowledge Check: Tax Forms Explained
IRS Compliance and Due Diligence
6 Lessons1 Quiz
  1. Ethics & Circular 230
  2. Protecting Yourself As A Tax Preparer
  3. The 4 Main Due Diligence Areas
  4. Form 8867
  5. Fee Structures
  6. Record Retention (3-Year Rule)
  7. Due Diligence, Compliance & IRS Best Practices
Tax Preparer Security & Data Protocol
5 Lessons1 Quiz
  1. Why Tax Preparer Security Matters
  2. Protecting Client Information
  3. Safe Ways To Handle Tax Documents
  4. Security Best Practices & Emergency Plan
  5. What If Information Gets Stolen?
  6. Tax Preparer Security Knowledge Check: Daily Security Habits
Navigating Adjusted Gross Income
3 Lessons1 Quiz
  1. Adjusted Gross Income Explained
  2. Income, Adjustments & Calculating AGI
  3. How AGI Affects Refunds
  4. Income, Adjustments & AGI Knowledge Check
Schedule C & Self-Employment
8 Lessons1 Quiz
  1. Self-Employment & Independent Contractors
  2. Understanding How Business Income Is Reported
  3. Form 1099-NEC
  4. Form 1099-K
  5. Understanding Schedule C
  6. Self-Employment Red Flags & Audit Risks
  7. What Is Depreciation?
  8. Cash Income & Income Without Tax Forms
  9. Reporting Self-Employment Income
Mastering Tax Credits & Deductions
5 Lessons1 Quiz
  1. How Taxpayers Lower Their Tax Bill
  2. How Taxpayers Save Money On Taxes
  3. Standard Deduction vs Itemized Deductions
  4. Refundable vs Nonrefundable Credits
  5. Common Red Flags & Missed Tax Savings
  6. Missed Tax Opportunities Knowledge Check
Filing, Amendments & Extensions
4 Lessons1 Quiz
  1. E-Filing, Rejections & Correcting Returns
  2. Common IRS Rejection Codes & Reasons
  3. Tax Extensions
  4. Tax Amendments
  5. Amended Tax Returns Knowledge Check

Build a strong foundation in individual tax preparation with step-by-step training designed to help you understand the tax preparation process with confidence.

This course covers essential tax topics including filing status, dependents, income, deductions, tax credits, Schedule C, due diligence, IRS compliance, tax forms, e-filing, and more.

Throughout the course, you’ll strengthen your knowledge through lessons, quizzes, and real-world tax scenarios designed to prepare you for working with actual clients.

Upon successful completion of the course, you’ll receive a Certificate of Completion.

Perfect for new tax preparers, returning professionals looking for a refresher, and tax business owners training their team.

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