Surgent's Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer

This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Continuously updated for the latest legislation, including the SECURE Act 2.0, the Inflation Reduction Act, American Rescue Plan Act, the Consolidated Appropriations Act of 2021, the CARES Act, the SECURE Act, the Tax Cuts and Jobs Act of 2017, and the One Big Beautiful Bill Act.

New staff, rusty or those returning to the profession, who desire to prepare individual returns

• Learn complicated issues of filing status and dependency exemptions
• Understand issues with reporting capital gains transactions
• Complete tax returns, schedules, and worksheets

• Effects of recent legislation, including the recently enacted One Big Beautiful Bill Act
• SECURE Act 2.0
• Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.
• Dependents and income
• Wages and salaries
• Credits, withholding, estimated tax, and basic return preparation
• Capital gains and losses
• Itemized deductions

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