Proficiency
Your comments, suggestions, and feedback are appreciated
Application of your Tax Law knowledge to the preparation of example returns
These problems are designed to test your proficiency in preparing a complete return - including the New Jersey return.
Link to TaxSlayer Practice Lab
Be sure to Change Tax Year to 2019
Consider using a Chromebook instead of your usual PC
Introduction | |
Action | Resources |
Review Lesson before working on these problems | General guidance for Proficiency Slides Upd (Please read this FIRST!) |
Lipton | |
Action | Resources |
Review documents and make Interview plan |
Pre-Interview files
(Click here to see Pre-Interview folder)
|
"Listen" to Interview |
Interview Prep:
(Click here to see Pre-Interview folder)
|
Review Interview Outputs |
Files added during the Interview (for checking your work):
(Click here to see Preparer folder)
|
Prepare Return |
Preparation resources (to help you prepare the return):
(Click here to see Preparer folder)
|
Review your return with Mentor |
Preparation Outputs (for checking your work):
(Click here to see To Client folder)
|
Bigelow | |
Action | Resources |
Review documents and make Interview plan |
Pre-Interview files
(Click here to see Pre-Interview folder)
|
"Listen" to Interview |
Interview Prep:
(Click here to see Pre-Interview folder)
|
Review Interview Outputs |
Files added during the Interview (for checking your work):
(Click here to see Preparer folder)
|
Prepare Return |
Preparation resources (to help you prepare the return):
(Click here to see Preparer folder)
|
Review your return with Mentor |
Preparation Outputs (for checking your work):
(Click here to see To Client folder)
|
Change Log:
- 01-26-2021
- Lipton Learning Guide v0.94
- 01-19-2021
- Bigelow Learning Guide v0.91
- Lipton Printed Return v0.92
- 01-17-2021
- Bigelow Step by Step Guide v0.94
- Bigelow Documents v0.92
- Bigelow Intake with Comments v0.92
- Bigelow Interview Notes v0.92
- Bigelow Interview Script v0.92
- Bigelow Sch A Worksheet v0.92
- Bigelow Step by Step Guide v0.92
- 01-14-2021
- Lipton Documents v0.93
- Bigelow initial Student page release
- 01-10-2021
- Introduction to Proficiency v0.95
- Lipton Intake with Comments v0.95a
- Lipton Interview Notes v0.95a
- 01-07-2021
- Lipton initial Student page release