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Webinar (CA): Staff Tax Training Individual: Beginning


Master the preparation of the individual income tax return! Understand the basics, with a focus on the law and compliance forms associated with Form 1040. An overview of the process for new preparers. A refresher for the more seasoned professional.

Learning Objectives

• Identify all of the individual income tax series 1040 and basic schedules and know when each form is used.
• Identify the major individual income tax items that most taxpayers report each year.
• Be familiar with source documents and how to use these documents to complete form 1040.
• Calculate the income tax liabilities of individual taxpayers with common individual tax items.
• Be familiar with resources that are available to assist the practitioner in identifying and then resolving individual income tax questions.
• Reinforce concepts through the use of basic quick case studies.

Major Topics

• Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return.
• Identify and be able to implement basic individual income tax planning ideas for clients.
• Familiarity with several source documents utilized in the preparation of an individual income tax return.
• Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future.

California CPA Education Foundation
Course Level
CPE Field of Study
Who Should Attend

New Tax Preparers and Experienced Staff seeking a refresher. 

Troy Lewis

Basic understanding of individual income taxation.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Oct 21, 2021
9:00 am - 4:30 pm MDT
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CA): Staff Tax Training Individual: Beginning

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