Chartered Tax Professional with Microsoft Excel (Voucher Included)

Come tax season, chartered tax professionals need to use tools like Microsoft Excel to prepare taxes. This fully online course will teach you how to prepare individual tax returns for almost all U.S. taxpayers and best practices for using Excel. After successfully completing this course, you will be qualified to prepare individual tax returns and be ready to sit for the IRS Special Enrollment Examination (SEE). You will also be prepared to pass the Microsoft Office Specialist (MOS) Expert certification exam for Excel.

Attention California Residents:

If you live in California and plan to become a preparer of Federal and/or state income tax returns, you must meet the requirements of the California Tax Education Council (CTEC) to become licensed to practice as a California Tax Preparer. In that case, you should instead take the Chartered Tax Professional for California Residents course, which will enable you to meet the CTEC requirements while also earning your professional CTP designation.

Attention Oregon Residents: This course is not suitable for Oregon residents. If you are looking to become licensed in Oregon, you must pass the Oregon Basic Tax Preparer Course and pass an exam through the Oregon Board to Tax Practitioners. You can find more details on the Oregon Board of Tax Practitioners website.

This course offers enrollment with a voucher. The voucher included is prepaid access to sit for the Microsoft Office Specialist Excel Expert certifying exam upon eligibility. Proctor fees may apply, which are not included.

Instructor(s):

Tracy Berry

Tracy Berry has been a senior graphic designer/programmer, instructor, and consultant since 1993 and has developed hundreds of logos, marketing materials, websites, and multimedia solutions for customers worldwide. She was also involved in several large corporate software rollouts. She has helped many organizations optimize and streamline data solutions. She teaches both onsite and online courses and has her CTT (Certified Technical Trainer) certification. Tracy specializes in teaching graphics, desktop publishing, web design, and reporting/productivity applications.

The Income Tax School

Instructor support is provided through email by experienced practicing tax professionals employed by Peoples Income Tax, Inc., a sister company of The Income Tax School.

Requirements:

Hardware Requirements:

• This course must be taken on a PC. Macs are not compatible.

Software Requirements:

• PC: Windows 10 or later.
• Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge is also compatible.
• Microsoft Office 365, 2021 or 2019 (not included in enrollment). While you can use an older version of Microsoft Office, if you do, there will be some differences between your version and what you see in the course.
• Microsoft Word or an equivalent word-processing program.
• Adobe Acrobat Reader.
• Software must be installed and fully operational before the course begins.

Other:

• Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment. The following materials will be shipped to you approximately 7-10 business days after enrollment in the Chartered Tax Professional:

• Federal Forms
• Federal Worksheets
• Instructions
• Publication
• Tax Preparer Resources