Course curriculum

  • 01

    Tax Year 2021 - 2022 Introduction

    • 1010 Why and How To Learn Tax Law

    • 1020 Method of Learning Tax Law

    • 1030 Lacerte Tax Software

    • 1040 Free Tax Tools

    • 1050 Tax Types or Categories

    • 1060 Government Authority to Tax

    • 1070 Marginal and Average Tax Rates

    • 1080 Marginal and Average Tax Rates

    • 1090 Income Tax Formula

    • 1100 Income Tax Formula Software

    • 1120 Circular 230 Regulations Governing Practice Before IRS

  • 02

    What's New & Filing Requirements 2021-2022

    • 1135 What’s New Part 1

    • 1140 What’s New Part 2

    • 1145 Filing Requirements

    • 1150 When and Where Should You File.

    • 1155 What Form to File - Fiscal Year and Write-in Information

  • 03

    Excel Worksheet - Tax Formula 2022

    • 1500 Create a Tax Formulate Worksheet Using Excel

    • 1505 Create a Tax Formulate Worksheet Using Excel Part 2

    • 1510 Create a Tax Formulate Worksheet Using Excel Part 3

    • 1515 Create a Tax Formulate Worksheet Using Excel Part 4

  • 04

    Filing Status & Dependents 2021-2022

    • 2010 Filing Status Part 1

    • 2020 Filing Status Part 2

    • 2030 Filing Status Part 3

    • 2040 Filing Status Tax Software

  • 05

    Standard Deduction 2021-2022

    • 2050 Standard Deduction New

    • 2055 Standard Deduction

  • 06

    Dependents 2021-2022

    • 2060 Who Qualifies as Your Dependent

    • 2062 Who Qualifies as Your Dependent Part 2

    • 2070 Who Qualifies as Your Dependent Part 3 Questionnaire

    • 2080 Who Qualifies as Your Dependent

  • 07

    Gross Income 2021-2022

    • 3010 Tax Income – Overview, PPP Loans, Foreign-Source Income, Bankruptcy Cases

    • 3040 Income Reporting Forms

    • 3062 Social Security Benefits Software Example

    • 3080 Wages, Salaries, Tips, Etc

    • 3100 W-2 Income Tax Software

    • 3120 Interest Income

    • 3140 Interest Income

    • 3160 Dividend Income5c73965.autosave

    • 3180 Dividend Income

    • 3200 IRA Distributions

    • 3240 Pensions and Annuities

    • 3244 Pensions and Annuities

    • 3260 Social Security Benefits

    • 3280 Taxable Refunds, Credits, or Offsets of State and Local Income Taxes

    • 3282 Taxable Refunds, Credits, or Offsets of State and Local Income Taxes

    • 3300 Alimony Received

    • 3320 Business Income or Loss and Other Gains or (Losses)590fc.autosave

    • 3322 Business Income or Loss and Other Gains or Losses Tax Software

    • 3340 Unemployment Compensation

    • 3342 Unemployment Compensation Software

    • 3360 Capital Gain or (Loss)

    • 3362 Capital Gain or (Loss) Software

    • 3380 Other Income Part 1

    • 3392 Other Income Part 2

  • 08

    Adjustments to Income Sch. 1 - 2021 - 2022

    • 4010 Educator Expenses

    • 4012 Educator Expenses Software

    • 4030 Certain Business Expenses of Reservists

    • 4050 HSA Deduction, Moving Expenses, Deductible Part of Self-Employment Tax

    • 4052 HSA Deduction, Moving Expenses, Deductible Part of Self-Employment Tax. . .

    • 4070 Self-Employed Health Insurance Deduction

    • 4072 Self-Employed Health Insurance Deduction

    • 4090 Penalty on Early Withdrawal of Savings and Alimony Paid

    • 4092 Penalty on Early Withdrawal of Savings and Alimony Paid Software

    • 4100 IRA Deduction

    • 4120 Student Loan Interest Deduction

    • 4122 Student Loan Interest Deduction

    • 4140 Archer MSA Deduction and Jury Duty Pay

    • 4142 Archer MSA Deduction and Jury Duty Pay Software

  • 09

    Itemized Deductions 2021-2022

    • 5010 Itemized Deductions Overview

    • 5012 Itemized Deductions Overview Software

    • 5030 Medical and Dental Expenses Part 1

    • 5042 Medical and Dental Expenses Software

    • 5044 Taxes You Paid

    • 5045 Taxes You Paid Part 2

    • 5050 Taxes You Paid Part 3

    • 5052 Taxes You Paid Software

    • 5070 Interest You Paid Part 1

    • 5075 Interest You Paid Part 2

    • 5080 Interest You Paid Part 3

    • 5085 Interest You Paid Part 4

    • 5092 Interest You Paid Software

    • 5140 Gifts to Charity Part 1

    • 5145 Gifts to Charity Part 2

    • 5150 Gifts to Charity Part 3

    • 5155 Gifts to Charity Part 4

    • 5162 Gifts to Charity Software

    • 5200 Casualty and Theft Losses

    • 5240 Other Itemized Deductions

    • 5242 Other Itemized Deductions Software

  • 10

    Self Employed Business Income Schedule C 2021- 2022

    • 6020 Sch. C Impact on Tax Return Software

    • 6040 Are You Self-Employed

    • 6060 Business Owned and Operated by Spouses

    • 6062 Business Owned and Operated by Spouses Software

    • 6080 Company Preferences Accounting

    • 6100 Company Preferences Bills, Calendar, & Checking

    • 6120 Company Preferences Desktop View, Finance Charge, & General

    • 6140 Company Preferences Integrated Application & Items & Inventory

    • 6142 Self-Employment (SE) Tax Software

    • 6160 Employment Taxes

    • 6162 Employment Taxes Software

    • 6180 Excise Taxes

    • 6200 Information Returns

    • 6220 Accounting Periods and Methods

    • 6240 Accounting Methods

    • 6260 Cash Method

    • 6280 Accrual Method

    • 6300 Combination Method

    • 6340 Inventories

    • 6360 Change in Accounting Method

    • 6380 Dispositions of Business Property

    • 6382 Dispositions of Business Property Software

    • 6400 Business Credits

    • 6420 Business Income Part 1

    • 6440 Business Income Part 2

    • 6450 Business Income Part 3

    • 6460 Business Income Part 4

    • 6465 Business Income Part 5

    • 6470 Business Income Part 6

    • 6480 Business Income Part 7

    • 6485 Business Income Part 8

    • 6490 How To Figure Cost of Goods Sold

    • 6495 Figuring Gross Profit

    • 6500 Testing Gross Profit Accuracy

    • 6520 Business Expenses Introduction

    • 6525 Business Expenses Bad Debts

    • 6530 Business Expenses Car and Truck Expenses

    • 6532 Business Expenses Car and Truck Expenses Software

    • 6535 Business Expenses Employees’ Pay

    • 6550 Business Expenses Insurance

    • 6552 Business Expenses Insurancen Software

    • 6560 Business Expenses Interest

    • 6570 Business Expenses Legal and Professional Fees

    • 6580 Business Expenses Pension Plans

    • 6582 Business Expenses Pension Plans Software

    • 6590 Business Expenses Rent Expense

    • 6600 Business Expenses Tax

    • 6602 Business Expenses Tax Software

    • 6610 Business Expenses Travel and Meals

    • 6620 Business Use of Your Home

    • 6622 Business Use of Your Home

    • 6630 De Minimis Safe Harbor for Tangible Property

    • 6650 Figuring Net Profit or Loss

    • 6652 Figuring Net Profit or Loss Software

    • 6660 Self-Employment (SE) Tax

    • 6670 Reporting Self-Employment Tax

    • 6672 Reporting Self-Employment Tax Software

  • 11

    Tax & Payments Lines on Form 1040

    • 7020 Tax Line 16 Part 1

    • 7240 Tax Line 16 Part 2

    • 7250 Tax Line 16 Software

    • 7260 Payments

    • 7262 Payments Software

  • 12

    Credits 2021-2022

    • 8020 Credits for Qualifying Children and Other Dependents Overview

    • 8025 Credits for Qualifying Children and Other Dependents Overview Part 3

    • 8030 Child Tax Credit Dependent Qualifications

    • 8040 Part I-A — Child Tax Credit and Credit for Other Dependents (All Filers)

    • 8060 CTC - Part I - B Filers Who Check a Box on Line 13 (RCTC - ODC)

    • 8080 CTC - part I-C - Filers Who Do Not Check a Box on Line 13 (NCTC-ACTC-ODC)

    • 8100 CTC - Parts II-A, II-B, and II-C—Filers Who Do Not Check a Box on Line 13 (

    • 8120 Child Tax Credit and Other Depended Credit Excel Worksheet

    • 8125 Child Tax Credit and Other Dependent Credit Software

    • 8220 Earned Income Tax Credit (EIC) Overview

    • 8240 Earned Income Tax Credit (EIC) No Children Software

    • 8245 Earned Income Tax Credit (EIC) One Child Software

    • 8250 Earned Income Tax Credit (EIC) Two Children Software

    • 8255 Earned Income Tax Credit (EIC) Three Children Software

    • 8520 Child and Dependent Care Expenses Credit Overview

    • 8530 Child and Dependent Care Expenses Credit Definitions

    • 8550 Child and Dependent Care Expenses Credit Who Can Take the Credit or Exclude D

    • 8560 Child and Dependent Care Expenses Credit Line Instructions Part 1

    • 8570 Childand Dependent Care Expenses Credit Line Instructions Part 2

    • 8580 Child and Dependent Care Expenses Credit Line Instructions Part 3

    • 8590 Child and Dependent Care Expenses Credit Line Instructions Part 4

    • 8610 Child and Dependent Care Expenses Not Married Software

    • 8620 Child and Dependent Care Expenses (MFJ) Software

    • 8710 Education Credits Overview

    • 8730 American Opportunity Credit

    • 8750 Lifetime Learning Credit

    • 8770 Education Credits Adjusted Qualified Education Expenses

    • 8790 Education Credits- Specific Instructions Part 1

    • 8810 Specific Instructions Part 2

    • 8830 Specific Instructions Part 3

    • 8835 American Opportunity Credit Software

    • 8850 Lifetime Learning Credit Software

    • 8905 Recovery Rebate Credit Overview

    • 8915 Recovery Rebate Credit Software

  • 13

    Rental Property 2021-2022

    • 9010 Residential Rental Property What’s New

    • 9020 Residential Rental Property Introduction

    • 9030 Residential Rental Property Rental Income and Expenses (If No Personal Use

    • 9035 Residential Rental Property Rental Income and Expenses (If No Personal Use

    • 9040 Residential Rental Property Rental Income and Expenses (If No Personal Use

    • 9042 Residential Rental Property Rental Income and Expenses (If No Personal Use

    • 9060 Depreciation of Rental Property Part 1

    • 9070 Depreciation of Rental Property Part 2

    • 9080 Depreciation of Rental Property Part 3

    • 9090 Depreciation of Rental Property Part 4

    • 9100 Depreciation of Rental Property Part 5

    • 9110 Depreciation of Rental Property Part 6

    • 9115 Depreciation of Rental Property Software

    • 9150 Reporting Rental Income, Expenses, and Losses Part 1

    • 9200 Rental Property Special Situations Part 1

    • 9210 Rental Property Special Situations Part 2

    • 9305 Personal Use of Dwelling Unit (Including Vacation Home) Part 1

    • 9305 Personal Use of Dwelling Unit (Including Vacation Home) Part 2

    • 9310 Personal Use of Dwelling Unit (Including Vacation Home)