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Tax Preparation Foundations with QuickBooks — United States — 24-module course

September 27, 2026

Course Information

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Tax Preparation Foundations with QuickBooks — United States modules

Scope, tax year and preparer responsibilities
Lesson 1 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Client intake and interview
Lesson 2 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Identity, privacy and secure records
Lesson 3 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Filing requirements and status
Lesson 4 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Dependents and household facts
Lesson 5 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Wages and information documents
Lesson 6 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Interest and dividend income
Lesson 7 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Retirement income
Lesson 8 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Self-employment records
Lesson 9 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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QuickBooks bookkeeping-to-tax handoff
Lesson 10 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Business expense documentation
Lesson 11 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Basis and asset records
Lesson 12 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Capital transaction foundations
Lesson 13 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Rental-income scope and escalation
Lesson 14 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Adjustments to income
Lesson 15 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Standard and itemized deductions
Lesson 16 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Credit eligibility and evidence
Lesson 17 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Payments, withholding and estimates
Lesson 18 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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State and local scope boundaries
Lesson 19 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Assembling a practice return
Lesson 20 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Due diligence and quality review
Lesson 21 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Corrections and amended-return awareness
Lesson 22 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Client explanation and record retention
Lesson 23 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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Integrated scoped-return capstone
Lesson 24 of 24 within section Tax Preparation Foundations with QuickBooks — United States modules.
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