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Express Tax Course

Express Tax Course


Are you a busy owner of a Tax Office? Do you need a quick training solution? The Express Tax Course is your answer! This course is designed for:


-New preparers who need a Crash Course

-Preparers who need to be trained quickly


-Late hires


This course covers the basics of federal tax. Topics covered in the course are Introduction to the American Tax System, interviewing techniques to determine taxpayer filing status, certain common refundable and non-refundable tax credits, and an income overview. Behavioral Ethics is included in this course. This course offers a section on training your office staff. Office staff training covers how to answer the phones, suggestions on how to handle dropped-off tax returns, and money handling procedures.




At the end of this course, the student will be able to do the following:


Explain how a nonrefundable credit affects the taxpayer’s tax liability.

Recognize what is professional responsibility in tax preparation.

Realize what the tax preparer’s responsibilities are to the taxpayer.



Field of Study: Federal Tax Law 8 Hours, Behavioral Ethics 2 Hours

Course Level: Basic

Prerequisite: General tax preparation knowledge is required. 

Delivery Method: Self-Study


Expiration Date to earn CEs: October 1, 2022.



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