Core Training Exercises
- EX-01 Andrews - Single Working Taxpayer
- EX-02 Baker - Single Working Parent
- EX-03 Caldwell - Young Married Couple
- EX-04 Davenport - Senior Married Couple
- Quiz Tool (To take the Quiz associated with Tax Law Slides for each problem)
- Preparer page (Pub 4012 & NJ Special Handling plus NJ Checklist)
|EX-01 Andrews||EX-02 Baker||EX-03 Caldwell||EX-04 Davenport|
|Tax Law Slides||10-20-2019||10-20-2019||10-20-2019||11-01-2019|
|Intake (Pre Interview)||10-20-2019||10-20-2019||10-20-2019||11-01-2019|
For each Problem:
- Tax Law Slides - A slide deck that covers just the Tax Law material needed for the specific problem. (Note: The deck contains slides that reference an associated Quiz - your Instructor will provide more detail on how to access the Quiz.)
- Intake (Pre Interview) - An original Intake/Interview sheet similar to what we typically get from clients, i.e. it includes erroneous answers, unchecked boxes, “Unsure” answers, etc. This Intake sheet should be updated by students as part of the interview process covered together in class.
- Integrated Scenario - An integrated scenario that includes the documents that the client would bring to the site (including additional NJ information).
- Experienced Preparer Notes & Refund Monitor - For use by Experienced Preparers who are doing the return without attending class. The Intake Sheet should be corrected and the NJ Checklist should be filled out.
- EX-01 Andrews - Experienced Preparer
- EX-02 Baker - Experienced Preparer
- EX-03 Caldwell - Experienced Preparer
- EX-04 Davenport - Initial Version
- EX-01 Andrews - Initial Version
- EX-02 Baker - Initial Version
- EX-03 Caldwell - Initial Version