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.
Be sure to use TY2019 in Practice Lab (startup default is TY2020)
Introduction | |||
# | Action | What | Notes |
Lesson Upd | Intro | Describes the common setup and preparation for each Core exercise ( Topics Only Upd } | |
Lesson Upd | Intro | General guidance for Interviews [coming soon] | |
Common Setup | |||
# | Action | What | Notes |
Tabs:
|
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Andrews | |||
# | Action | What | Notes |
1a | Interview Upd | Interview |
Pre-interview resources (to print and mark up):
|
1b |
Lesson
Upd
(Time: 3:29:27) |
Preparation |
Post-interview resources (to check against your marked up versions):
|
Baker | |||
# | Action | What | Notes |
2a | Interview Upd | Interview |
Pre-interview resources (to print and mark up):
|
2b |
Lesson
Upd
(Time: 4:55:41) |
Preparation |
Post-interview resources (to check against your marked up versions):
|
Caldwell | |||
# | Action | What | Notes |
3a | Interview Upd | Interview |
Pre-interview resources (to print and mark up):
|
3b |
Lesson
Upd
(Time: 5:02:33) |
Preparation |
Post-interview resources (to check against your marked up versions):
|
Davenport | |||
# | Action | What | Notes |
1a | Interview Upd | Interview |
Pre-interview resources (to print and mark up):
|
1b |
Lesson
Upd
(Time: 5:30:12) Separate Lessons: Lesson Ex1 Upd Lesson Ex2 Upd Lesson Ex3 Upd Lesson Ex4 Upd |
Preparation |
Post-interview resources (to check against your marked up versions):
|
Change Log:
- 12-31-2020
- Caldwell Interview Script v0.92
- 12-13-2020
- Davenport Slides v0.94
- 12-06-2020
- Davenport Return PDF v0.94
- 12-02-2020
- Baker Slides v0.95
- 12-01-2020
- Andrews Slides v0.95
- Baker Slides v0.94
- 11-27-2020
- Davenport Initial Version
- 11-23-2020
- Baker Slides v0.93
- 11-20-2020
- Baker Scenario v0.95
- 11-14-2020
- Caldwell Initial Version
- 11-12-2020
- Baker Initial Version
- 11-09-2020
- Andrews Interview Script v0.92
- Andrews Intake Sheet Unmarked v0.92
- Andrews Intake Sheet Marked v0.93
- 11-06-2020
- Andrews Interview Script v0.91
- 11-05-2020
- Andrews Prep Lesson v0.94
- Andrews Intake Sheet Marked v0.92
- Andrews NJ Checklisst v0.93
- 4012 and 4491 point to TY2019 versions
- 10-21-2020
- Core Setup Guide Lesson v0.91
- Core Setup Guide Lesson v0.91
- Add Other Tax Law Training References (4491 + L&L)
- 09-04-2020
- Initial