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Programs

Form 1040 Foundations

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

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

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

Portrait of Vijay Narayandas

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.

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