The Comprehensive Tax Course is a thorough, A to Z guide, providing students with the tools and skills they need to prepare individual tax returns.
This is a Free Trial. Some of the items you may try to access will be locked and chapters are not available for download. Any work done in the Free Trial will not be transferred to any live course purchased at a later date. If you attempt any work, you should save it, so it can be reentered if you purchase the live, full course version.
This year’s edition has been completely revised and contains pointers you will appreciate as useful, practical advice to be applied in your daily work. Our materials concentrate on the advancement of careers and profitability. Relevant updates will also be regularly provided so that you remain informed on your craft. Upon completion of this course, you will have the knowledge to start making money as a tax preparer.
Free Shipping on student books shipped within the contiguous United States.
Full Course Includes:
4 Modules comprised of 4 chapters each
Reading and Reference Materials
New! Lecture Videos reinforce concepts
Learning Activities
Real world examples and applications
Practical pointers for your own use
Quizzes & Tests
Surgent ITS Support by email
Automatic online grading with feedback
CTEC approved qualifying course *California Edition* is available for purchase (includes 4 supplemental state modules, 5 chapters each)
PDF downloads for reading materials
Hard copy books are available for purchase + Free Shipping within contiguous United States
BONUS Material:
FREE Tax Law Updates as they become available
FREE AFTR Course available when IRS releases access – Learn more about AFTR and the voluntary IRS Annual Filing Season Program (AFSP)
Once you have successfully completed the Comprehensive Tax Course, you are eligible to claim a sharable digital badge. Learn more about badges.
Upon purchase, you will receive login credentials and may start your course right away. You can work at your own pace and access the course content at any time. Live course students have 6 months from purchase date to complete the course, though many students finish much earlier. A course extension may be purchased from our online store, if needed.
Upon successful completion of this course, you will be qualified to:
Prepare most individual tax returns, including Schedules C, D, and E;
Perform a thorough interview with a taxpayer
Determine a taxpayer’s filing status and eligibility for exemptions
Accurately report income and deductions for a taxpayer
Determine a taxpayer’s eligibility for credits and deductions
Compute depreciation for assets and eligibility for Section 179
Accurately calculate a taxpayer’s refund or balance due
Advise a taxpayer in tax planning strategies
(CA Edition) Register with CTEC as a tax preparer, provided you obtain a PTIN and tax preparer bond. Learn more about CTEC requirements here.
The Income Tax School will report all credit hours and completed certificates to the IRS and/or CTEC (for California preparers). Students will also earn a Certificate of Completion after each module is successfully completed.
CE Hours for Standard Edition
Module 1: 14 hours Federal Tax Law (IRS# EEZ75-T-00469-24-S)
Module 2: 15 hours Federal Tax Law (IRS# EEZ75-T-00470-24-S)
Module 3: 15 hours Federal Tax Law (IRS# EEZ75-T-00471-24-S)
Module 4: 13 hours Federal Tax Law
7 hours Federal Tax Law Topics IRS# EEZ75-T-00472-24-S;
4 hours Federal Tax Law Update IRS# EEZ75-U-00473-24-S;
2 hours Ethics IRS# EEZ75-E-00474-24-S
CE Hours for California State Qualifying Education Edition
Comprehensive Tax Course: 45 hours Federal Tax Law
CA State Supplement: 15 hours California State Tax Law
Total hours of CE awarded for CA State Edition: 60 hours (45 Federal, 15 CA State)
