Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Course Introduction

What You'll Learn

Critical Training Components

To successfully assist taxpayers in satisfying their tax responsibilities, you must understand tax law and apply it to each individual's tax situation. In addition, you will need to learn how to use the tools available to prepare and file accurate tax returns. A tax return is accurate when tax law is applied correctly and it is free from error based on the taxpayer's interview and supporting documentation, and a completed Form 13614-C.

The tax return should support the taxpayer interview discussion on filing status, dependents, income, expenses, deductions, credits, payments, all source documents (Forms W-2, 1099, etc.), and a completed Form 13614-C.