Individual returns from intake to a clean first draft, with every concept prepared on a real-style return.
Theory + practical training + case studies + activities + simulations + software
Level
Freshers
Subject
U.S. Tax
Format
5-day program
Day by day
Day 1
How the U.S. individual return works
Structure of Form 1040
Filing status and dependents
Reading W-2 and 1099 source documents
Practice: Build the taxpayer profile and income map for a sample household.
Day 2
Income streams
Interest and dividends on Schedule B
Capital gains on Schedule D and Form 8949
Rental income on Schedule E
Practice: Enter a full investor document set and tie it back to the source forms.
Day 3
Business income and adjustments
Schedule C for sole proprietors
Self-employment tax on Schedule SE
Adjustments to income on Schedule 1
Practice: Prepare a Schedule C from a raw expense listing.
Day 4
Deductions and credits
Standard versus itemized on Schedule A
Child and education credits
Common state return nuances
Practice: Compare both deduction routes and document the choice in the workpapers.
Day 5
Workpaper discipline and capstone
Tickmarks and tie-outs
Self-review before submission
Responding to review notes
Practice: Prepare a complete 1040 case study, then clear a round of review notes.
More than theory
We don't just teach the rules. This program includes practical training, case studies, activities, simulations, and hands-on software training.
Theory
Code sections, forms, and the reasoning behind each rule.
Practical training
Hands-on preparation from realistic client source documents.
Case studies
Real-world fact patterns worked from start to finish, then discussed.
Activities
Group exercises, quizzes, and error-spotting drills that keep every concept active.
Simulations
Mock client files, review notes, and deadlines that mirror busy season.
Software training
Data entry, diagnostics, and e-file steps in the software your team uses.
Software covered
Hands-on sessions run in the platforms your team uses. See all software
Tax preparation
Professional software for individual, business, trust, and estate returns.
CCH Axcess Tax
CCH ProSystem fx Tax
GoSystem Tax RS
ONESOURCE Income Tax
UltraTax CS
Lacerte
ProConnect Tax
ProSeries
Drake Tax
ATX
TaxWise
TaxAct Professional
TaxSlayer Pro
CrossLink
Workflow and document management
Source document intake, workpapers, and tracking a return through review.
SurePrep
GruntWorx
CCH Axcess Document
CCH Axcess Workstream
Caseware Working Papers
Workpapers CS
FileCabinet CS
Practice CS
XCM
Karbon
Canopy
TaxDome
Tax research
Finding, reading, and documenting authority for a tax position.
Checkpoint
CCH AnswerConnect
Bloomberg Tax
Tax Notes
Blue J
Your trainer
Vijay Narayandas
Two decades training tax teams and building US tax practices
Vijay Narayandas has spent over two decades training tax teams and building US tax practices that deliver. He has hired hundreds of professionals, interviewed thousands, and coached them into reviewers and leaders.