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Core Training Exercises

A sequence of exercises intended to teach new preparers the core tax law and TSO techniques necessary to prepare most common returns.

Please look at the Core Setup Guide Upd
(This document describes the common setup and preparation for each exercise)
Tabs:

Andrews
# Action What Notes
1a Lesson Upd
(Time: ?:??:??)
Interview Pre-interview resources (to print and mark up):
  • Intake Sheet Upd (as filled out by client)
  • NJ Checklist Upd (blank - to be filled out based on interview and return preparation)
  • Scenario Upd (documents provided by client)
1b Lesson Upd
(Time: 3:24:09)
Preparation Post-interview resources (to check against your marked up versions): Resources (for checking your work):
  • NJ Checklist Upd (final version - as marked up during interview and return preparation)
  • Return PDF Upd (after all data entry)
Baker
# Action What Notes
1a Lesson Upd
(Time: ?:??:??)
Interview Pre-interview resources (to print and mark up):
  • Intake Sheet Upd (as filled out by client)
  • NJ Checklist Upd (blank - to be filled out based on interview and return preparation)
  • Scenario Upd (documents provided by client)
1b Lesson Upd
(Time: ?:??:??)
Preparation Post-interview resources (to check against your marked up versions):
  • Intake Sheet Upd (as marked up during interview)
Resources (for checking your work):
  • NJ Checklist Upd (final version - as marked up during interview and return preparation)
  • Return PDF Upd (after all data entry)
Caldwell
# Action What Notes
1a Lesson Upd
(Time: ?:??:??)
Interview Pre-interview resources (to print and mark up):
  • Intake Sheet Upd (as filled out by client)
  • NJ Checklist Upd (blank - to be filled out based on interview and return preparation)
  • Scenario Upd (documents provided by client)
1b Lesson Upd
(Time: ?:??:??)
Preparation Post-interview resources (to check against your marked up versions):
  • Intake Sheet Upd (as marked up during interview)
Resources (for checking your work):
  • NJ Checklist Upd (final version - as marked up during interview and return preparation)
  • Return PDF Upd (after all data entry)
Davenport
# Action What Notes
1a Lesson Upd
(Time: ?:??:??)
Interview Pre-interview resources (to print and mark up):
  • Intake Sheet Upd (as filled out by client)
  • NJ Checklist Upd (blank - to be filled out based on interview and return preparation)
  • Scenario Upd (documents provided by client)
1b Lesson Upd
(Time: ?:??:??)
Preparation Post-interview resources (to check against your marked up versions):
  • Intake Sheet Upd (as marked up during interview)
Resources (for checking your work):
  • NJ Checklist Upd (final version - as marked up during interview and return preparation)
  • Return PDF Upd (after all data entry)

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