A reviewer's method for 1040, 1120, and 1065 returns: find what matters, write notes that teach, and protect the deadline.
Theory + practical training + case studies + activities + simulations + software
Level
Managers
Subject
U.S. Tax
Format
5-day program
Day by day
Day 1
The review mindset
Risk-based review sequence
Prior-year and analytical comparison
What to review and what to let go
Practice: Review a seeded 1040 and rank the errors by consequence.
Day 2
Reviewing 1120 and 1120-S returns
Book-to-tax reasonableness
Schedule L, M-1, and M-2 tie-outs
Basis and distribution red flags
Practice: Review a seeded corporate return under time pressure.
Day 3
Reviewing 1065 returns
Allocation checks against the agreement
Capital and basis reasonableness
K-1 quality checks
Practice: Review a seeded partnership file and its K-1s.
Day 4
Standards and client risk
Circular 230 responsibilities
Taxpayer data under section 7216
Documenting judgement positions
Practice: Work through a judgement case and record the position taken.
Day 5
Review notes and capacity
Writing notes that teach
Workflow and turnaround planning
Reducing repeat errors
Practice: Rewrite weak review notes and build a team review calendar.
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.